Senior Financial Planner

South of England (flexible within M3/M4 corridor)Self-Employed / Partner-LevelEquity + Client Bank (£10m-£15m) + Leads + Ongoing Revenue

A family-run, client-centric wealth planning firm is seeking a senior financial planner to join the business in a senior capacity. This is not a traditional employed role. Instead, it's a true opportunity to build capital value, write business into your own book, and shape the future of a profitable boutique advisory business.

You will be supported with warm client transfers (£10m-£15m+ in assets), a consistent stream of qualified new enquiries, and access to full paraplanning/admin support-allowing you to focus purely on client relationship management and business growth.

The firm is independent, well-established, and run by experienced Chartered Planners and ex-DFM professionals. There is no product push, no vertical integration, and no restrictive covenants.

? Equity - take a meaningful stake in a growing firm, with a clear shareholder agreement and capital event planning

? Client bank provided - warm, transferable relationships representing £10m-£15m+ FUM

? Ongoing qualified leads - from organic and paid channels, pre-screened for suitability

? Paraplanning + Admin support - in-house team, allowing you to stay client-facing

? Modern tech + clean proposition - Backed by a centralised investment process via DFM partners, with full compliance support

? Flexible structure - join as an AR or RI (your choice); or operate through your own Ltd firm

This role will suit an experienced, advice-led financial planner looking to take the next step in ownership, income, and long-term wealth creation.

Essential:

• Min. 5+ years as a regulated financial planner

• Existing client bank of £10m+ FUM or portable recurring income

• Comfortable advising in pensions, investments, IHT/estate planning

• Level 4 qualified (ideally Chartered or working towards)

• Based in the South East, South Central or South West England

Ideal:

• Currently an AR/RI at a network (e.g. Openwork, ValidPath, Rosemount, 2Plan, Libertas, etc.)

• Operating a solo or small advisory practice, or recently exited a role

• Frustrated by lack of scale, admin burden, or lack of capital value in current role

• Interested in long-term equity value over short-term employed salary

? It's not an employed salaried role? It's not a volume-driven, lead-chasing advice factory? It's not tied to any restricted or vertically integrated proposition

If you're an adviser who's built something solid-but want to take the next strategic leap with capital value, client growth and meaningful equity-we'd love to hear from you.