Ready to Take the Lead in Derby’s Wealth Management Scene? Join a Growing IFA Firm with £85M AUM and a Clear Path to Leadership Are you an experienced Financial Advisor seeking more than just a client bank? Our client, a dynamic and expanding Independent Financial Advisory firm, is offering a rare opportunity in the Derby area for a self-driven advisor to manage a high-quality portfolio — and help shape the future of the region. You will be working with a range of clients in the mass affluent and HNW market from £250K AUM, typical demographics 60+ Basic Salary: Up to £65,000 (depending on experience) Bonus Potential: Realistic earnings of £75,000+ in year one This is more than a servicing role. With around 160 active clients and approx. £85 million in Assets Under Management (AUM), you’ll inherit a well-maintained book of affluent, engaged individuals and families. There’s a strong emphasis on holistic financial planning, with a mix of investment, pension, tax, and estate planning needs. But here’s the real standout: this position is designed with progression in mind. For the right candidate, there's a clear and supported route to Regional Leadership — including mentoring junior advisers and helping drive the firm’s strategic growth across the East Midlands. What Makes This Opportunity Stand Out? Warm, Loyal Client Bank: Inherit 160 clients with c.£85M AUM — no cold prospecting required. Established
