Financial Advisor

This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team.

This is a standout opportunity for an adviser 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.

• No reduction on firm-generated leads

• Inherit a portion of an established client bank (c.60 clients)
• Ongoing servicing income from day one
• Additional client opportunities from internal succession planning
• Referrals from mortgage and wealth teams
• Strong cross‑referral culture across the business

• Dedicated support team (3 full‑time + 1 part‑time administrators)
• On‑site paraplanning
• Allowing you to focus on advice, revenue generation and client relationships

• Experienced internal supervisor support
• Modern, purpose‑built office environment
• Open‑door, supportive leadership style
• Established team of 7 advisers
• Strong emphasis on work‑life balance and team integration

• Hybrid model with flexibility
• Minimum one day per week in the office to maintain collaboration and team integration
• Manage and grow a portfolio of clients
• Deliver ongoing reviews, holistic advice and new business development

• Immediate earnings via an existing client bank
• Strong, transparent split
• Robust support infrastructure
• A genuinely positive and collaborative culture

• Current or recent experience as a Financial Adviser or newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice)
• Comfortable operating in a self‑employed model
• Strong interpersonal and client relationship skills
• Professional, ethical and client‑first mindset
• Experience with in a network model (experience with Openwork Partnership advantageous)
• Ability to generate new business alongside servicing existing clients
• Existing client relationships

Ideal for advisers who want to maximise earnings without sacrificing support or environment.