At a Glance
- Tasks: Manage and grow a portfolio of clients while delivering holistic financial advice.
- Company: Join a dynamic wealth team with a collaborative and supportive culture.
- Benefits: High earning potential, immediate client access, and robust administrative support.
- Other info: Enjoy a hybrid work model with a focus on work-life balance.
- Why this job: Step into an existing client bank and maximise your earnings with strong support.
- Qualifications: Experience as a Financial Adviser or strong transferable skills in finance.
The predicted salary is between 50000 - 70000 £ per year.
This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team. This is a standout opportunity for an adviser who wants the autonomy of self‑employment, backed by strong infrastructure, consistent lead flow and a genuinely collaborative environment. You’ll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further.
What You’ll Receive
- High-Earning Potential
- No reduction on firm-generated leads
- Immediate Client Access
- Inherit a portion of an established client bank (c.60 clients)
- Ongoing servicing income from day one
- Additional client opportunities from internal succession planning
- Referrals from mortgage and wealth teams
- Strong cross‑referral culture across the business
- Full Administrative & Paraplanning Support
- Dedicated support team (3 full‑time + 1 part‑time administrators)
- On‑site paraplanning
- Compliance & Supervision
- Experienced internal supervisor support
- Modern, purpose‑built office environment
- Open‑door, supportive leadership style
- Established team of 7 advisers
- Strong emphasis on work‑life balance and team integration
How You’ll Work
- Hybrid model with flexibility
- Minimum one day per week in the office to maintain collaboration and team integration
- Manage and grow a portfolio of clients
- Deliver ongoing reviews, holistic advice and new business development
Why Join?
- Immediate earnings via an existing client bank
- Strong, transparent split
- Robust support infrastructure
- A genuinely positive and collaborative culture
What We’re Looking for
- Current or recent experience as a Financial Adviser or newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice)
- Comfortable operating in a self‑employed model
- Strong interpersonal and client relationship skills
- Professional, ethical and client‑first mindset
- Experience within a network model (experience with Openwork Partnership advantageous)
- Ability to generate new business alongside servicing existing clients
- Existing client relationships
Ideal for advisers who want to maximise earnings without sacrificing support or environment.
Financial Advisor in Kingsteignton employer: M P Warren & Associates
This firm stands out as an exceptional employer for Financial Advisers, offering a unique blend of autonomy and robust support. With immediate access to an established client bank and a collaborative work culture, employees benefit from high earning potential, comprehensive administrative support, and a strong emphasis on work-life balance, making it an ideal environment for professional growth and meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor in Kingsteignton
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Leverage social media to showcase your expertise. Share insights, articles, and tips related to financial advising on platforms like LinkedIn. This not only builds your personal brand but also attracts potential clients and employers.
✨Tip Number 3
Don’t shy away from reaching out directly to firms you admire. A simple email expressing your interest can go a long way. We love proactive candidates who take the initiative to connect with us!
✨Tip Number 4
Utilise our website to apply for roles. It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities tailored for driven financial advisers like you!
We think you need these skills to ace Financial Advisor in Kingsteignton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Advisor role. Highlight your client relationship skills and any relevant experience in a self-employed model to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advising and how your background makes you a great candidate. Don’t forget to mention your experience with client banks and generating new business.
Showcase Your Achievements:When detailing your past roles, focus on specific achievements that demonstrate your ability to drive results. Whether it’s growing a client base or providing exceptional service, we want to see how you’ve made an impact.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at M P Warren & Associates
✨Know Your Numbers
As a Financial Adviser, you’ll need to demonstrate your understanding of financial products and market trends. Brush up on key metrics and recent developments in the financial sector. Being able to discuss these confidently will show that you're not just knowledgeable but also passionate about the industry.
✨Showcase Your Client-Centric Approach
This role is all about building relationships. Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to listen to clients' needs and provide tailored advice. This will resonate well with the firm’s client-focused ethos.
✨Emphasise Your Autonomy and Team Spirit
Since this position offers the autonomy of self-employment, be ready to discuss how you thrive in such an environment. However, don’t forget to mention your collaborative side. Share experiences where you’ve worked well within a team, as this firm values a supportive culture.
✨Prepare Questions That Matter
Interviews are a two-way street. Prepare thoughtful questions about the firm's support structure, client bank, and growth opportunities. This shows that you’re serious about your future there and helps you gauge if it’s the right fit for you.
