Financial Adviser

Financial Planner - Inherit a HNW Client Bank + High-Quality LeadsLocation: Hybrid (Office & Remote) Salary: Up to £80,000 basic + Bonus (OTE £100,000+)Sector: Financial Services Job Type: Full-Time, Permanent

Are you an experienced Financial Planner looking to accelerate your earnings and career? This is a rare opportunity to inherit an established book of high-net-worth clients, benefit from high-quality leads, and be part of a forward-thinking financial planning firm that truly values professionalism, ethics, and long-term relationships.

• HNW Client Bank - Inherit an active portfolio of clients from retiring advisers

• High-Quality Leads - No cold calling; clients typically have £500k+ to invest

• Generous Bonus Scheme - Based on client retention and new business

• Flexible Working - Hybrid model with remote and in-office flexibility

• Professional Development - Full study support towards Chartered status

• Comprehensive Benefits - DIS, pension, and flexible employee benefits package

• Manage and nurture a portfolio of high-net-worth clients

• Provide holistic financial advice covering investments, pensions, estate planning, and protection

• Convert warm, high-value leads into long-term clients

• Collaborate with paraplanners and support teams to deliver exceptional client service

• Maintain high standards of compliance and ethical practice

• Level 4 Diploma in Financial Planning (CII, CISI, or equivalent)

• Experience as a Financial Adviser, IFA, or Wealth Manager

• A strong track record working with HNW clients

• Excellent interpersonal and client relationship skills

• A professional, client-first mindset with commercial acumen

Why Apply?This is a unique opportunity to fast-track your success in a firm that's built on trust, quality advice, and lasting client relationships. With high-quality leads, robust support, and six-figure earning potential, this role is ideal for advisers who want to focus on delivering real value to clients - not chasing volume.

Apply now to take the next step in your financial planning career.