We are a firm of Independent Financial Advisers, dedicated to providing clear, effective and tax-efficient solutions in all areas of financial planning. Founded in 2009 and rated 4.9 / 5 on VouchedFor, we work with individuals and businesses across the Midlands, London and the wider UK.
Our two principal advisers are Chartered Members of the CISI and Chartered Associates of the London Institute of Banking & Finance. Independence matters here - we have no affiliation with any provider, so every recommendation is built around the client.
THE OPPORTUNITY
A long-standing Adviser is retiring, and we are looking for a Chartered-track Financial Adviser to take on his existing client bank - circa 100+ clients based in and around Warwickshire.
This is not a cold-start. You will be paired with the retiring adviser through to October 2027, joining him on client visits across the region so every relationship is handed over personally. After an initial training period at our Market Harborough head office, the role becomes predominantly field-based with the freedom and flexibility you would expect from a modern, independent firm.
The ideal candidate joins us in August or September 2026.
WHAT YOU'LL DO
* Take ownership of a mature client bank of 100+ individuals, families and business owners across Warwickshire and the wider Midlands
* Shadow the retiring adviser on review meetings until full handover in late 2027
* Deliver bespoke, holistic financial planning - pensions, retirement, investments, IHT, protection
* Use the freedom of true independence: whole-of-market product choice and flexible charging
* Bring modern tech (including AI tooling) into how you research, plan and prepare for clients
WHO WE ARE LOOKING FOR
* Living in or near Rugby (or willing to relocate) so you can serve the Warwickshire client base efficiently
* Diploma-qualified and working towards Chartered (Level 6) status
* Background with a larger firm - you appreciate having more freedom around investment choice, flexible charging and modern tools
* Confident with face-to-face advice and remote/phone reviews in equal measure
* Full UK driving licence and own vehicle (car allowance provided)
* Approachable, credible and genuinely interested in long-term client relationships
PACKAGE
* Car allowance £400 per month
* Employer pension 5%
* Equipment Laptop & full kit
* Bonus 40% of earnings over 4× salary
* Development, continued support to complete Chartered status
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