At a Glance
- Tasks: Manage high-net-worth clients and provide holistic financial advice.
- Company: Nationally recognised IFA firm with strong support and resources.
- Benefits: Competitive salary, bonus potential, hybrid working, and professional development.
- Other info: Enjoy a supportive environment with excellent career growth opportunities.
- Why this job: Step into a role with established clients and significant earning potential.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and experience with HNW clients.
The predicted salary is between 70000 - 80000 £ per year.
Financial Planner – Inherit HNW Clients & Build Your Future with the Backing of a National IFA
£70,000 – £80,000 Basic + High-Quality Clients + Bonus (OTE £100k+) | Flexible Working | Full Paraplanning & Admin Support
Are you a driven Financial Adviser seeking the perfect blend of autonomy and backing from a nationally recognised IFA firm? This is your opportunity to take over an established portfolio of high-net-worth clients, benefit from a regular flow of quality leads, and receive the support and infrastructure needed to scale your business – all while enjoying the security of an employed salary of up to £80,000.
Why This Opportunity Stands Out
This isn’t a cold-start role or commission-only proposition. It’s a chance to plug into a proven, professional advice framework with existing client relationships, full admin and compliance support, and high-value new enquiries delivered to you consistently. Whether you’re stagnating in your current role, tired of limited leads, or looking for long-term career support with a respected name in the market – this opportunity is designed for you.
What You’ll Get
- £70,000 – £80,000 basic salary depending on experience
- Realistic OTE of £100k+ through a transparent and rewarding bonus structure
- Immediate HNW client bank from retiring advisers (average portfolio size £500k+)
- Ongoing, high-quality leads from established introducer relationships and digital channels
- Hybrid working model – blend of remote and regional office work
- Paraplanning, admin & compliance support – so you can focus on advising
- Full tech stack and CRM to streamline your client work
- Pension, DIS, private medical, and other flexible benefits
- Chartered support – Full backing for further qualifications and CPD
What You’ll Be Doing
- Take ownership of a loyal HNW client bank and nurture long-term relationships
- Provide fully independent, holistic advice across pensions, investments, IHT, protection, and retirement planning
- Convert warm, qualified leads into valuable client relationships
- Collaborate with in-house paraplanners and admin support to ensure smooth and compliant advice delivery
- Contribute to ongoing growth, client retention, and service excellence
What You’ll Bring
- Level 4 Diploma in Regulated Financial Planning (minimum)
- A track record as a Financial Adviser/IFA/Wealth Manager, ideally with experience serving HNW clients
- Strong relationship-building skills and commercial awareness
- A commitment to high ethical standards and delivering exceptional outcomes
Ideal for...
- Advisers currently limited by a lack of leads or support
- Those working in self-employed models seeking more stability
- IFAs with client-facing experience who want to grow with national backing
If you’re ready to step into a role that offers both quality clients and serious earning potential – without starting from scratch – apply today and start the next chapter of your advising career.
