Job Description
Financial Adviser – Inherit a £90k+ Income & Expand Through Quality Professional LeadsAre you a driven Financial Adviser seeking stability, strong earnings from day one, and the tools to grow even further?
We’re offering a rare opportunity to inherit an established client book from a retiring adviser, generating recurring income of over £90,000 per annum. You’ll also benefit from a steady stream of new business referrals through long-standing partnerships with solicitors and accountancy practices.
Wimborne | Salary up to £50,000 + Recurring Income from Existing Clients | OTE £100k+
This role is ideal for an adviser ready to step into a proven portfolio and still hungry to build on their success with quality, pre-qualified leads and full operational support.
What’s On Offer:
* Established Client Bank – Inherit approx. 130 active clients with total AUM of £50M, offering immediate income and long-term stability.
* High-Calibre Clients – Many clients hold £120,000–£500,000+ in AUM, providing opportunities for meaningful advice and deeper planning.
* Professional Introductions – Ongoing, high-quality referrals from trusted solicitors and accountants ensure strong new business flows.
* Earnings Potential – Base salary up to £50,000, plus £40,000+ in recurring income (£90,000 income) and scope to grow total earnings well into six figures.
* Full Support Infrastructure – Paraplanning, admin, and compliance support so you can focus on advising and growing relationships.
* Client-Focused Culture – Join a team that values long-term relationships, integrity, and high-quality advice.
What You’ll Be Doing:
* Managing and deepening relationships with an existing, well-serviced client base.
* Delivering holistic financial advice across investments, pensions, IHT, and protection.
* Meeting new clients through introducers, building trust, and converting into long-term relationships.
* Conducting regular client reviews and identifying new planning opportunities.
* Collaborating with a supportive adviser team committed to client excellence.
What We’re Looking For:
* Diploma (Level 4) qualified in Financial Planning
* Background in an IFA or Wealth Management environment
* Strong interpersonal and relationship management skills
* Ambition to grow both earnings and professional standing within a high-quality firm