At a Glance
- Tasks: Manage and grow a client portfolio while providing tailored financial advice.
- Company: Established independent financial advisor practice with a supportive team.
- Benefits: Competitive pay, mentorship, and a clear path to ownership.
- Other info: Enjoy flexibility and autonomy in your work while receiving expert guidance.
- Why this job: Step into a thriving practice and build lasting client relationships.
- Qualifications: 5+ years as a licensed financial advisor with strong relationship management skills.
The predicted salary is between 51750 - 63250 £ per year.
We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4–6 year transition period.
If you're an experienced advisor who is entrepreneurial at heart, values long-term client relationships, and is ready to build something of your own — this role was designed for you.
What you'll do:
- Manage and grow an existing client portfolio, providing comprehensive financial planning and investment advice
- Work closely with the current advisors through a structured knowledge and client transition process
- Develop and execute personalized financial strategies aligned with each client's goals and risk tolerance
- Build trust with existing clients and expand the practice through referrals and networking
- Maintain full compliance with regulatory requirements and industry best practices
What we're looking for:
- Minimum 5 years of experience as a licensed financial advisor
- Demonstrated track record of client retention, growth, and relationship management
- Strong self-motivation and the drive to work independently with minimal oversight
- Genuine interest in eventually owning and operating an independent financial practice
- Excellent communication and interpersonal skills — you build trust naturally
- Current and in good standing with all applicable licensing requirements
Nice to have:
- CFP (Certified Financial Planner) designation — strongly preferred and considered a significant asset
- Experience with financial planning software and CRM platforms
- Existing professional network or demonstrated ability to source new clients
What we offer:
- A clearly defined succession plan with full ownership transition over 4–6 years
- Competitive compensation structure tied to book performance and growth
- Mentorship and knowledge transfer from seasoned advisors committed to your success
- Flexibility and autonomy in how you manage and grow your practice
Ready to take the next step? If you're an experienced, self-driven advisor looking for more than just another job — this is your chance to build something lasting.
Independent Financial Advisor - MEI Financial Group in Reading employer: Kestra Financial Independent Advisor
At MEI Financial Group, we pride ourselves on being an exceptional employer that fosters a culture of mentorship and growth. Our structured succession plan offers you the unique opportunity to take full ownership of a thriving practice within 4–6 years, allowing you to build meaningful client relationships while enjoying competitive compensation tied to your success. Join us in a flexible and autonomous environment where your entrepreneurial spirit can truly flourish.
Contact Details:
Kestra Financial Independent Advisor Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor - MEI Financial Group in Reading
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We think you need these skills to ace Independent Financial Advisor - MEI Financial Group in Reading
Some tips for your application 🫡
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How to prepare for a job interview at Kestra Financial Independent Advisor
✨Brush Up on Financial Analysis Skills
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