We’re working with a well-respected and independently owned financial planning business with over 25 years of success. With a newly evolved leadership team and recent acquisitions completed, the firm is now looking for an experienced Financial Planner / IFA who can take on a warm client bank while also helping to drive forward new business activity.

This is a unique opportunity for a commercially minded adviser who can deliver exceptional advice to both individuals and SME clients, while confidently building relationships with professional introducers.

The Role:

This is a dual-focus role: you’ll begin by inheriting a book of loyal clients, then take the lead on growing your own portfolio through referrals, networking, and warm leads generated by the business.

Your responsibilities will include:

• Taking over and servicing an existing portfolio of private clients
• Generating and converting new business from qualified internal leads and professional introducers
• Delivering independent, whole-of-market advice across pensions, investments, protection, IHT and tax planning
• Presenting advice clearly to clients including HNW individuals, business owners, and company directors
• Representing the firm at networking events, client functions, and partnership meetings
• Collaborating with paraplanners and administrative staff to ensure high-quality outcomes and compliance

What You’ll Bring:

• Diploma Level 4 qualified (CAS status preferred)
• At least 5 years’ experience as a Financial Planner, Financial Adviser, or IFA
• A strong track record in both client retention and new business development
• Excellent relationship-building skills, particularly with professional connections such as solicitors and accountants
• Experience in holistic financial planning, including tax-efficient advice and SME support
• A proactive and entrepreneurial approach, with a desire to grow with the business

What’s on Offer:

• Salary between £60,000 – £100,000+ depending on experience and track record
• Inheritance of a warm client bank, plus 15–20 new qualified leads per month
• Remote working available post-probation, with diary autonomy
• Full support: paraplanners, administrative team, and AI tools to reduce admin burden
• Comprehensive benefits: company pension, group life cover, income protection, optional private medical
• Long-term career opportunity including equity/buy-in potential for the right person
• Collaborative, supportive culture focused on ethical, long-term client outcomes