Job Description
Financial Planner – Step Into an Established HNW Client Bank & Uncapped Earnings Clients Provided | High-Quality Leads | Career Progression | Holistic, Whole of Market Planning
Feeling stuck in your current firm? Recently signed off CAS but not getting the opportunities you deserve?
This is your chance to take the next step in your career and hit the ground running with a ready-made HNW client bank and a steady flow of high-quality leads. If you’ve been advising under supervision and are frustrated by a lack of support, clients, or earning potential, this role will provide everything you need to thrive as a fully-fledged Financial Planner .
Salary: Up to £80,000 + Bonus (OTE £100,000+)
What’s in It for You?
Clients Ready & Waiting – Inherit a portfolio of HNW clients from retiring advisersHigh-Value Leads – Warm referrals from professional introducers and digital sources (typical client £500k+)Flex Working – Hybrid model with both office and home-based optionsGenuine Career Progression – Clear path to Chartered status and senior advisory roles
Your Role
Take over an existing client bank and provide holistic financial advice across investments, pensions, estate planning, and protection .
Convert high-quality leads into long-term client relationships.
Drive business growth while maintaining the highest ethical and compliance standards .
About You
Recently signed off CAS or advising under supervision but ready for full independence.Level 4 Diploma in Financial Planning (CII/Chartered/Certified) – Chartered status desirable but not essential.Proven experience as a Financial Planner, IFA, or Wealth Manager, with strong client-facing skills.Motivated to grow your client book and increase your earnings.
If you're ready to take full control of your career, step into an established client base, and be properly rewarded for your work, we’d love to hear from you.
Apply now or contact us for a confidential chat.