Financial Adviser

Financial Planner – Inherit an Established HNW Client Bank & High-Quality Leads Existing HNW Clients | High-Quality Leads | Flexible Working Are you an ambitious Financial Planner looking for a ready-made opportunity to accelerate your earnings and career? This role offers an inherited client bank of HNW individuals , ongoing high-value leads (typical client £500k to invest), and a generous bonus scheme that will see you earn well into six figures. Salary: Up to £80,000 Bonus (OTE £100,000) What’s in It for You? Existing HNW Client Bank – Step into an established portfolio from retiring advisers High-Quality Leads – Clients with an average portfolio of £500k from professional introducers and digital channels Excellent Bonus Scheme – Rewards for both client retention and business growth Comprehensive Benefits – DIS, flexible benefits, pension Flex Working – Hybrid model with office and home-based options Full Support – Dedicated IFA, Paraplanning, Compliance, and Administration teams Career Growth & Study Support – Ongoing professional development towards Chartered status Your Role Manage and develop an inherited portfolio of HNW clients, providing holistic financial advice. Convert warm, high-value leads into lasting client relationships. Deliver expert advice across investments, pensions, estate planning, and protection . Work alongside a skilled paraplanning and compliance team to ensure seamless client service. Maintain the highest ethical and compliance standards while driving business growth. About You Level 4 Diploma in Financial Planning (CII/Chartered/Certified) – Chartered status desirable but not essential.Experience as a Financial Planner, IFA, or Wealth Manager , ideally dealing with HNW clients.Proven ability to build, retain, and grow a profitable client book .Strong relationship-building and business development skills. If you’re looking for a high-reward opportunity with ready-made clients, strong lead flow, and six-figure earning potential , we’d love to hear from you.

Location: Epsom, Surrey, GB

Posted Date: 8/20/2025