Financial Adviser – Build Your Income with Full Lead Support & Client Bank

Location: Richmond (with flexibility, hybrid working)

For Advisers Who Know They Could Be Earning More

An established, growth-focused financial planning firm is seeking an ambitious Financial Adviser who wants to increase earnings, build long-term value and work within a structured ecosystem that actively generates opportunity.

Salary up to £65,000 + Bonus of 50%

This role is designed for advisers who:

• Feel constrained by limited lead flow
• Want access to an existing client bank to develop
• Are confident in their advice ability but lack consistent new opportunities
• Are ready to materially increase their income
• The firm provides a genuine platform for advisers to grow — not just maintain — their client base.

What Makes This Different:

A Client Bank to Build From

• Advisers will inherit and develop an existing client portfolio, providing immediate income and a foundation to expand.

Ongoing Lead Opportunities

• The business operates within a wider professional ecosystem, generating a steady flow of introducer and internal leads. Advisers are supported with opportunities rather than being left to self-generate everything.

Infrastructure That Enables Growth

• Full paraplanning, administration and compliance support allows advisers to focus on client relationships and revenue generation — not paperwork.

An Environment Built for Performance

• This is a commercially minded firm where earnings reflect performance. Advisers who convert and retain clients are rewarded accordingly.

The successful Financial Adviser will:

• Deliver holistic, client-focused financial planning
• Develop and grow an existing client bank
• Convert internally generated leads and introducer referrals
• Build long-term client relationships
• Identify new planning opportunities within existing relationships
• Work collaboratively with paraplanning and administration support teams
• This position suits advisers who are confident in front of clients and motivated by growth.

Who This Will Appeal To

• This opportunity is particularly attractive to advisers who:
• Are currently employed but feel their earnings ceiling is too low
• Operate in an environment with limited marketing or lead support
• Want to spend more time advising and less time on admin
• Are entrepreneurial but value the security of a structured firm
• Believe their income should better reflect their ability

Earnings & Support

• Performance-related bonuses earn 50% on initial fees from existing and new clients.
• Existing client bank provided
• Ongoing lead opportunities
• Full back-office and paraplanning support
• Clear structure for income growth

The Opportunity

This is not a “start from scratch” proposition. It is a platform for an adviser who wants to accelerate earnings within a firm that actively supports growth.

For the right individual, this represents a genuine opportunity to build long-term recurring income within a professional and opportunity-rich environment.

Confidential conversations are welcomed

You will need to have CAS and level 4 Diploma to apply