As an Experienced Financial Advisor, you will inherit an established and growing client bank while being supported by a strong back office and paraplanning function. The business is actively acquiring client books, meaning your role as an Experienced Financial Advisor is centred on servicing, retaining and growing existing relationships rather than heavy self generation.
You will operate as a trusted Experienced Financial Advisor, delivering holistic regulated advice across pensions, investments and protection, with the infrastructure in place to allow you to manage a substantial recurring income book efficiently. This role offers clear earning progression as your recurring income grows, with regular salary recalibration to reflect performance.
Key highlights of the Experienced Financial Advisor role include:
• Competitive base salary with structured increases linked to recurring income
• Immediate access to an allocated client bank from acquisitions
• Additional bonuses on initial fees and self generated clients
• Clear pathway to six figure earnings
• Strong operational, paraplanning and client service support
Experienced Financial Advisor Requirements
• Essential experience as a regulated Financial Advisor with 3 to 5 plus years post qualification history
• Essential Level 4 Diploma in Financial Planning or equivalent
• Essential experience advising on pensions and investments
• Desirable experience inheriting or servicing existing client banks
• Desirable experience using modern adviser platforms and CRMs
The Company
The company is a well established UK advice firm with ambitious growth plans, significant acquisition funding and a reputation for investing heavily in people, technology and long term adviser careers.
Experienced Financial Advisor Benefits
• Base salary typically £60,000 to £80,000 with progression beyond this
• Realistic first year total earnings exceeding £100,000
• Bonuses on initial fees and additional rewards for self generated clients
• Home based or hybrid working depending on location
• Strong administrative and paraplanning support
Location
Ideally based in the East Birmingham to Nottingham, Derby and Leicester corridor, with flexibility across the wider Midlands region.
If you are an Experienced Financial Advisor seeking long term earnings growth, security and genuine support, apply today to discuss this opportunity in confidence.
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Salary description
£60000.00 - £80000.00 per year