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