At a Glance
- Tasks: Help clients manage their finances and grow their wealth in a self-employed role.
- Company: Join a dynamic firm with a strong support system and collaborative culture.
- Benefits: High earning potential, immediate client access, and ongoing servicing income.
- Other info: Access to a dedicated support team and consistent lead flow for growth.
- Why this job: Enjoy the freedom of self-employment while benefiting from established client relationships.
- Qualifications: Driven individuals with a passion for finance and client service.
The predicted salary is between 50000 - 70000 £ per year.
This is a self employed role.
The Opportunit y This firm is seeking a driven, client-focused Self-Employed Financial Advisor to join its established and growing wealth team.
This is a standout opportunity for an Financial Advisor 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 60% adviser / 40% firm split 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 Consistent Lead Flow 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-si...
