Independent Financial Advisor - Clients provided
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Added before 1 Days
- England,East Midlands,Leicestershire
- Full Time, Permanent
- £56,000 - £80,000 per annum, OTE
Job Description:
Self-Employed Independent Financial Adviser (IFA)
Location: Leicestershire (Field-Based)
Client Bank Inheritance: £15M-£17M AUM | ~125 Clients
A rare and highly attractive opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active, well-maintained client book in Leicestershire. This is a field-based, self-employed role offering both income stability from day one and significant scope to grow.
The Opportunity You will take over a client portfolio originally built by a now-retired adviser, comprising approximately 125 households with £15M-£17M assets under management. Clients are loyal, engaged, and accustomed to regular annual reviews. The typical client holds £100K+ AUM, with a healthy mix of larger and smaller cases.
The existing clients pay 1% ongoing fees, which provides a stable basic income of approximately £56,000 in the first year, before any new business is written.
Income Structure * Ongoing Servicing: Clients pay 1% ongoing; adviser receives 35% for delivering annual review services
* New Business (from inherited book):50% split
* Self-generated new business:60% split
* Immediate earnings from existing ongoing fees
Support & Infrastructure * Paraplanning & Admin Support:
* Free in Year 1
* £1,200-£1,500/month from Year 2 onwards
* Dedicated admin support included
* PI Insurance & Compliance: Fully provided
* Lead Generation: Strong historic lead flow, especially via teaching sector specialism, webinars, seminars, and warm leads
* Network: 24 advisers nationwide (strong presence in Yorkshire, minimal crossover)
What We’re Looking For * Minimum 3+ years’ experience as an IFA / Financial Planner
* Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous)
* Strong communication and relationship-management skills
* Comfortable working autonomously in a field-based environment
* Client-centric, ethical, and proactive
Your Role * Deliver annual reviews and holistic financial planning across pensions, investments, protection, and estate planning
* Maintain and grow established client relationships
* Develop new business from existing clients and through external opportunities
* Uphold the highest standards of FCA compliance
Why This Opportunity? * Immediate income stability with a £56,000 baseline in year one
* Ready-made client bank with strong long-term potential
* Supportive infrastructure without the limitations of an employed model
* Real autonomy to manage your business how you want
* Proven lead-generation model and strong national adviser community
Location: Leicestershire (Field-Based)
Client Bank Inheritance: £15M-£17M AUM | ~125 Clients
A rare and highly attractive opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active, well-maintained client book in Leicestershire. This is a field-based, self-employed role offering both income stability from day one and significant scope to grow.
The Opportunity You will take over a client portfolio originally built by a now-retired adviser, comprising approximately 125 households with £15M-£17M assets under management. Clients are loyal, engaged, and accustomed to regular annual reviews. The typical client holds £100K+ AUM, with a healthy mix of larger and smaller cases.
The existing clients pay 1% ongoing fees, which provides a stable basic income of approximately £56,000 in the first year, before any new business is written.
Income Structure * Ongoing Servicing: Clients pay 1% ongoing; adviser receives 35% for delivering annual review services
* New Business (from inherited book):50% split
* Self-generated new business:60% split
* Immediate earnings from existing ongoing fees
Support & Infrastructure * Paraplanning & Admin Support:
* Free in Year 1
* £1,200-£1,500/month from Year 2 onwards
* Dedicated admin support included
* PI Insurance & Compliance: Fully provided
* Lead Generation: Strong historic lead flow, especially via teaching sector specialism, webinars, seminars, and warm leads
* Network: 24 advisers nationwide (strong presence in Yorkshire, minimal crossover)
What We’re Looking For * Minimum 3+ years’ experience as an IFA / Financial Planner
* Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous)
* Strong communication and relationship-management skills
* Comfortable working autonomously in a field-based environment
* Client-centric, ethical, and proactive
Your Role * Deliver annual reviews and holistic financial planning across pensions, investments, protection, and estate planning
* Maintain and grow established client relationships
* Develop new business from existing clients and through external opportunities
* Uphold the highest standards of FCA compliance
Why This Opportunity? * Immediate income stability with a £56,000 baseline in year one
* Ready-made client bank with strong long-term potential
* Supportive infrastructure without the limitations of an employed model
* Real autonomy to manage your business how you want
* Proven lead-generation model and strong national adviser community
Job number 3161227
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