Self-Employed Financial Adviser - Leicester | Established Client Bank | Hybrid Opportunity
Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? Our client are recruiting two self-employed Financial Advisers to join their expanding Midlands team.
About Our Client
Our client are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. Their 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.
Financial Package & Benefits
* 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 license 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 Our Client Is 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.
If you are interested, please get in touch with Tom Roberts on 07441 346278 or at