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Financial advisor

Kingsteignton
M P Warren & Associates
Financial advisor
€75,000 a year
Posted: 8 June
Offer description

This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team.

This is a standout opportunity for an adviser who wants the autonomy of self‑employment, backed by strong infrastructure, consistent lead flow and a genuinely collaborative environment.

You’ll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further.


What You’ll Receive


High-Earning Potential

* No reduction on firm-generated leads


Immediate Client Access

* Inherit a portion of an established client bank (c.60 clients)
* Ongoing servicing income from day one
* Additional client opportunities from internal succession planning
* Referrals from mortgage and wealth teams
* Strong cross‑referral culture across the business


Full Administrative & Paraplanning Support

* Dedicated support team (3 full‑time + 1 part‑time administrators)
* On‑site paraplanning
* Allowing you to focus on advice, revenue generation and client relationships


Compliance & Supervision

* Experienced internal supervisor support
* Modern, purpose‑built office environment
* Open‑door, supportive leadership style
* Established team of 7 advisers
* Strong emphasis on work‑life balance and team integration


How You’ll Work

* Hybrid model with flexibility
* Minimum one day per week in the office to maintain collaboration and team integration
* Manage and grow a portfolio of clients
* Deliver ongoing reviews, holistic advice and new business development


Why Join?

* Immediate earnings via an existing client bank
* Strong, transparent split
* Robust support infrastructure
* A genuinely positive and collaborative culture


What We’re Looking for

* Current or recent experience as a Financial Adviser or newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice)
* Comfortable operating in a self‑employed model
* Strong interpersonal and client relationship skills
* Professional, ethical and client‑first mindset
* Experience within a network model (experience with Openwork Partnership advantageous)
* Ability to generate new business alongside servicing existing clients
* Existing client relationships

Ideal for advisers who want to maximise earnings without sacrificing support or environment.

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