Job Description
Self-Employed Independent Financial Adviser (IFA)
Location: Leicestershire (Field-Based)
Client Bank: £18M AUM | ~125 Clients
The Opportunity
A rare opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active and well-maintained client bank in Leicestershire.
• Approximately 125 households with £18M assets under management
• Clients are loyal, engaged, and used to annual reviews
• Average client size of £100K+ AUM
• Immediate access to a stable and recurring income stream
• Significant opportunity to grow the portfolio further
Income & Earnings
• £180,000 ongoing fee income from existing clients
• £56,000 expected baseline income in year one (after support costs)
• Clients pay 1% ongoing fees
Earning splits:
• 35% on ongoing servicing (annual reviews)
• 50% on new business from inherited clients
• 60% on self-generated business
Support & Infrastructure
• Paraplanning and administrative support available (flexible structure)
• PI insurance and full compliance support provided
• Strong, proven lead generation model
• Regular opportunities via webinars, seminars, and warm leads
• National adviser network (24 advisers) with minimal overlap in the region
Your Role
• Deliver annual reviews and holistic financial planning
• Advise across pensions, investments, protection, and estate planning
• Maintain and deepen existing client relationships
• Generate new business from both internal and external sources
• Operate in line with FCA compliance standards
What We’re Looking For
• Minimum 3 years’ experience as an IFA or Financial Planner
• Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous)
• Strong communication and relationship management skills
• Comfortable working independently in a field-based role
• Professional, ethical, and client-focused approach
Why This Role Stands Out
• Immediate income from day one
• Established client bank with long-term potential
• High degree of autonomy in how you run your business
• Supportive infrastructure without employed restrictions
• Access to a proven lead generation model and adviser community