Financial Adviser

Essential qualifications and experience:

• Level 4 Diploma qualified (or equivalent)
• Current or recent experience as a Financial Adviser, or newly qualified with at least 2 years of transferable experience (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

Advisers who want to maximise earnings without sacrificing support or environment.

Self‑employed Financial Adviser to join an established and growing wealth team. Step into an existing client bank of approximately 60 clients from a departing adviser, with immediate income potential and additional referrals.

• 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
• Ongoing servicing income from day one
• Additional client opportunities from internal succession planning

• Consistent lead flow 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
• 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 office
• Manage and grow a portfolio of clients
• Deliver ongoing reviews, holistic advice, and new business development

This opportunity combines immediate earnings, a transparent split, robust support infrastructure, and a genuinely positive and collaborative culture.