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- Tasks: Join a succession programme as an Independent Financial Adviser, managing client relationships and planning transitions.
- Company: A forward-thinking financial advice business focused on ethical practices and client-first solutions.
- Benefits: Enjoy hybrid/remote work options, flexible transition plans, and full support infrastructure.
- Why this job: This role offers tailored succession planning, allowing you to maintain control while securing your clients' futures.
- Qualifications: Diploma qualified with an established client bank and proven track record in holistic financial planning.
- Other info: Confidential application process with bespoke plans tailored to your goals.
The predicted salary is between 85000 - 175000 £ per year.
Location: London & South East (Hybrid/Remote Options Available)
Salary: £100,000-£250,000+ OTE (client bank-dependent)
Job Type: Self-employed with structured exit / succession strategy
Overview: An established and forward-thinking financial advice business is seeking an experienced Independent Financial Adviser (IFA) to join their succession programme. This is an ideal opportunity for an adviser with an established client bank who is thinking ahead—whether you’re looking to wind down gradually, secure long-term continuity for your clients, or monetise your book while retaining control and involvement. Unlike conventional employed or AR models, this position offers bespoke transition planning, tailored to your goals and client outcomes. You’ll retain ownership, protect client relationships, and benefit from a structured, flexible handover process. Whether you’re 2 years from retirement or just seeking an eventual equity release, this role is built around you.
What’s on Offer:
- Full support infrastructure including paraplanning, compliance, admin, and client servicing
- Flexible transition options: phase down over time or step back fully with a handover period
- Book purchase option at market value or earn-out model based on ongoing revenue
- Continued adviser involvement post-transition (if desired) - advisory, ambassadorial, or consultancy
- Bespoke succession plan tailored around your desired timescale (1-5 years typical)
- Backed by a privately owned, stable and ethical business with national reach
- No pressure to push product or platform - client-first, holistic advice model
- DFM and CIP options available but not mandatory
- Retain prestige and reputation while de-risking your personal future
Ideal Candidate Profile:
- Diploma qualified (DipPFS, DipFA or equivalent) - Chartered or AF exams welcome but not essential
- Established client bank (typically £10m+ FUM or £100k+ recurring income)
- CAS status and proven track record in holistic financial planning
- Strong client relationships and a desire to ensure continuity
- Seeking to reduce operational burden, step back from day-to-day, or begin retirement planning
- Open to a long-term phased exit or immediate sale with client transition
- Self-motivated, ethical and client-centric
Suitable for:
- Independent or self-employed advisers
- Business owners looking to sell their client bank
- Advisers leaving networks who want a more tailored exit
- ARs or RIs seeking greater control over their retirement
Remuneration:
- Structured based on your goals - either:
- Upfront capital payment
- Ongoing revenue share + client service support
- Deferred earn-out
- Combination
Let’s talk confidentially about your personal situation and what you want your next 5-10 years to look like.
Application Process: This is a discreet search, and all enquiries will be treated in strict confidence. Please apply now or reach out for an initial conversation with our specialist consultant.
Experienced Independent Financial Adviser - Succession Planning Opportunity employer: Portman Financial People
Contact Detail:
Portman Financial People Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Independent Financial Adviser - Succession Planning Opportunity
✨Tip Number 1
Network with other financial advisers and industry professionals. Attend relevant events or webinars to connect with potential colleagues or mentors who can provide insights into the succession planning landscape.
✨Tip Number 2
Leverage your existing client relationships by discussing your future plans with them. This can help you gauge their needs and expectations, making it easier to align your approach with what they value most.
✨Tip Number 3
Research the company culture and values of the financial advice business you're interested in. Understanding their client-first approach will allow you to tailor your conversations and demonstrate how your philosophy aligns with theirs.
✨Tip Number 4
Prepare to discuss your vision for a bespoke succession plan. Think about how you want to transition your client bank and be ready to articulate this during any discussions with the hiring team.
We think you need these skills to ace Experienced Independent Financial Adviser - Succession Planning Opportunity
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as an Independent Financial Adviser, focusing on your established client bank and any relevant qualifications. Emphasise your track record in holistic financial planning and client relationship management.
Craft a Compelling Cover Letter: Write a cover letter that outlines your motivations for applying to this specific role. Discuss your vision for succession planning and how your goals align with the company's ethos of client-first, holistic advice.
Showcase Your Achievements: In your application, include specific examples of your successes in financial advising. Highlight any significant client relationships you've built and how you've helped clients achieve their financial goals.
Prepare for Confidential Conversations: Since this is a discreet search, be ready to discuss your personal situation and future aspirations in a confidential manner. Think about what you want from the next 5-10 years and how this opportunity fits into that plan.
How to prepare for a job interview at Portman Financial People
✨Showcase Your Client Relationships
As an experienced Independent Financial Adviser, it's crucial to highlight your established client bank and the strong relationships you've built. Be prepared to discuss specific examples of how you've maintained these relationships and ensured continuity for your clients.
✨Demonstrate Your Holistic Approach
This role emphasises a client-first, holistic advice model. Make sure to articulate your approach to financial planning and how you prioritise your clients' needs over product sales. Share instances where your holistic strategy has led to successful outcomes.
✨Discuss Your Succession Planning Experience
Since this position involves succession planning, be ready to talk about any previous experiences you have with transitioning clients or managing a phased exit. Highlight your understanding of the importance of a structured handover process.
✨Express Your Long-Term Vision
The company is looking for advisers who are thinking ahead. Be clear about your long-term goals and how they align with the company's succession programme. Discuss your vision for the next 5-10 years and how you see yourself fitting into their model.
