Remote Financial Adviser

Financial Adviser – Inherited Client Book | Up to £80,000 + Bonuses | Remote-First

Client Book Provided | Full Admin Support | Growth-Focused Environment

Take Over a Retiring Adviser’s Client Portfolio

We are currently seeking experienced, qualified Financial Advisers ready to take the next step in their career by inheriting a fully validated book of business. You will immediately receive a portfolio of around 100 mass affluent clients (£250k+ investable assets), providing instant earnings stability while giving you the foundation to build further.

What’s on

Offer:

Guaranteed Client Book:
Circa 100 active clients ready to engage

Salary:
Up to £80,000 basic

Bonus: 30% on all new and recurring business above validation

One-off

Incentives:

£500–£10,000 per self-generated client

Leads Provided:
Via online channels and professional introducers

Comprehensive Advice Platform

Our client firm offers a full-service wealth management proposition, including:

Investment & Financial Planning

Estate & Trust Planning

Mortgages & Equity Release

Protection Advice

In-house Discretionary Fund Management (DFM)

Competitive Client Fees: 1% adviser charge, with an all-in average of just 1.65%–1.7%

Support & Flexibility You Can Rely On

Full Paraplanning and Admin Support

In-house Training on Estate Planning & Trusts

Remote-first approach – work from home, with optional office use

Manage your diary, your clients, your way

Who We’re Looking For

Level 4 Diploma in Financial Advice (minimum)

Client-facing experience

Ethical, outcome-focused, and client-first mindset

Ambitious, self-driven, and eager to grow within a supportive environment

Ready to take the reins of a thriving client book?

Apply now or contact us for a confidential conversation. This is a rare opportunity to transition into a validated business, backed by best-in-class infrastructure and support.