Associate Director (Acquisition/Partner Route)
Location: UK-wide/Remote/Office (Leamington Spa, Warwickshire)
Salary: Flexible (Employed/Contract/Self-Employed, with splits and package open to negotiation)
We’re supporting a growing, forward‑thinking wealth management business seeking experienced Independent Financial Advisors to join their expanding team.
This is an excellent opportunity for advisors looking for greater autonomy, flexibility, and a clear pathway to long‑term value realisation.
The Role as Associate Director
Bring your client bank (minimum £20m AUM) and join a high‑energy, commercially ambitious team where you can shape your own future. This opportunity offers genuine flexibility, whether your focus is on growing your business, planning for retirement or exit, or simply gaining autonomy away from restrictive environments.
You’ll have access to full administrative, paraplanning, and compliance support if desired, or the option to operate with a lean structure to maximise your personal margins. The business operates with a commercially pragmatic, owner‑led approach and is open to a range of deal structures, including the potential for a future client book buyout with multiples agreed collaboratively.
Key Requirements
* Minimum £20m AUM (ideally £50m+)
* Proven track record managing and growing your own client base
* Client bank not subject to restrictive covenants
* Background within an IFA environment
What’s on Offer
* High level of autonomy and flexible working (remote or office‑based)
* Access to operational and administrative support (optional)
* Opportunity to "park" your business with long‑term lifestyle or exit planning in mind
* Buyout potential
* Collaborative, down‑to‑earth culture with ambitious growth plans
#J-18808-Ljbffr