You’ve passed the exams. You’ve got CAS. You’re trusted to give advice.
But not always trusted with enough clients, enough opportunity or enough revenue to properly prove yourself.
This role fixes that.
Here you’ll inherit a client bank with enough ongoing revenue to cover validation from the start, meaning you're straight into bonus territory (at 30%) once you join.
That client bank will be drip‑fed sensibly, so you’re not overwhelmed, but there is a minimum of around £150,000-£180,000 of ongoing revenue available with more available as you settle in. You’ll also receive warm enquiries from existing clients and introducers (the business gets six per month and most can come to you).
PACKAGE
* Basic salary of up to £60,000
* 30% bonus on revenue above a threshold of 3x salary
* DIS x 4
* Critical illness cover
* Income protection: 75%
* Hybrid working
WHY THIS ROLE?
You’ll inherit clients AUM with enough ongoing revenue to cover validation. This client bank will be introduced gradually so you can get to know them properly, build trust and create momentum without becoming overwhelmed.
There is also capacity to give you more. The business has acquired new client work and expects to continue growing, so this is a role with room to build. On top of that, the firm receives regular warm enquiries from existing clients and introducers. Most of these will come to you given other advisers are at capacity.
Typical clients are varied, but as a broad guide they are often in their mid‑50s, commonly saving for retirement or approaching retirement, with around £250,000 of funds under management.
Importantly, you’ll have support around you too: admin, paraplanning, compliance and wider back‑office resource. You’ll spend your time with clients, not on paperwork.
THE COMPANY
The business is an established independent financial advice firm with a strong client base and a proper support structure around its advisers. It is small enough for advisers and clients to feel known, but large enough to offer real infrastructure, support and career opportunity. The firm provides advice across pensions, investments and protection, alongside wider areas including mortgages, equity release, private medical insurance and employee benefits.
It also has minority backing from a major wealth management group. That gives the business added stability, funding and access to wider resources, without fundamentally changing its independent, relationship‑led culture.
In short, it offers the feel of an independent firm, with more support and backing than you would usually expect from one.
WHAT THEY'RE LOOKING FOR
This will suit someone who is already advising and wants access to more clients, more responsibility and a clearer route to earnings.
You’ll need to be:
* Level 4 qualified
* A holder of CAS
* Experienced giving regulated advice, ideally with around 2‑3 years’ adviser experience
Advising already but not getting enough clients or room to prove yourself? Click apply.
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