Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? We are recruiting two self‑employed Financial Advisers to join our expanding Midlands team.
About Us
We are a directly authorised wealth management firm supporting over 20 self‑employed advisers nationwide. Our head office provides centralised administration, paraplanning, and compliance support. Advisers benefit from a proven lead generation model through the teaching sector and a growing referral network, while the business is actively expanding into wider markets with a dedicated Business Development Manager.
The Role
* Manage an established client bank with approximately £17 million in assets under management.
* Provide holistic, whole‑of‑market financial advice including pensions, investments, protection, and tax planning.
* Build new business through a mix of company‑generated leads, referrals, and self‑sourced clients.
* Collaborate with a dedicated central team of paraplanners and administrators, allowing you to focus on client relationships and advice delivery.
* Enjoy flexible working arrangements, with hybrid options and autonomy over your schedule in the Midlands.
* Recurring income: 35% of 1% AUA, starting at around £51,000.
* New business splits: 50% on company‑generated leads, 60% on self‑generated business.
* Year one: all support costs covered; from year two, advisors contribute approximately £1,000 per month for FCA, PI, and licence fees.
* Full access to pooled paraplanning and admin support from the head office (12 paraplanners / 12 administrators).
* Clear path to Chartered status with dedicated development and mentoring support.
Who We’re Looking For
* Level 4 qualified Financial Advisers with a track record of delivering independent, holistic advice.
* Chartered or working towards Chartered status is highly desirable.
* Experienced advisers with strong client‑facing skills and the ability to grow their business.
* Ambitious, entrepreneurial professionals looking for autonomy alongside robust central support.
Interview Process
* Initial conversation with a senior advisor.
* Second interview with the T&C Manager and a Director.
* Informal chat with 2‑3 established advisers.
* Final meeting with a Director and finance team to review client bank and financials.
* Technical assessment and case study.
This is a rare opportunity to take over a high‑quality client bank while benefiting from a scalable, supportive self‑employed model designed to let you focus on what matters most: your clients and your growth.
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