Overview
A long-established Chartered IFA practice is hiring to step directly into managing two senior Advisers' retiring clients. Inherit a book of 70+ loyal, affluent clients with AUM between £750k–£1.2m. Realistic OTE of £120k and a clear pathway to partnership.
Role and responsibilities
* Manage a book of 70+ clients with significant AUM
* Deliver full-spectrum, holistic wealth management advice
* Focus on nurturing and developing existing client relationships
* Very little new business required (though welcomed if you bring it)
* Hybrid working — 1–2 days from home
* Long-term progression towards partnership available
* Hold CAS status
* Experienced in private client wealth management
* Skilled at building trust and providing technical, client-first advice
* Based within reach of Maidenhead (with hybrid flexibility)
* Realistic OTE of £120k from existing, live client revenues
About the firm
A long-established Chartered IFA practice with 20+ years of history and a reputation built on trust, integrity, and holistic financial planning. They cover the full spectrum: pensions, investments, tax planning, IHT, mortgages, protection, wills, trusts, and powers of attorney. Growth comes organically — through referrals and long-term client loyalty — not hard-sell tactics.
Requirements
* Chartered Financial Adviser (or very close to Chartered)
* Hold CAS status
* Senior private client wealth management experience
* Based within reach of Maidenhead with hybrid flexibility
Additional
Ready to Take the Lead? This is a rare opportunity: a live client base, high earnings potential, and the chance to shape your future in a respected Chartered firm. Send your CV to ryan@financialdivisions.co.uk
#J-18808-Ljbffr