Financial Adviser

Financial Adviser Inherit £90k+ Recurring Income | Quality Professional Leads | OTE £100k+ Are you an ambitious Financial Adviser looking for immediate income security, high-quality clients, and genuine long-term growth? This is a rare opportunity to take over an established, well-maintained client portfolio from a retiring adviser — delivering over £90,000 in recurring annual income bonus from day one. Alongside this, you’ll receive consistent, pre-qualified referrals from trusted solicitor and accountancy partners. Wimborne Salary up to £50,000 + Recurring Income Bonus Realistic Take-Home £85,000–£90,000 | OTE £100k+ Perfect for an adviser ready to step into a proven book while continuing to grow their own success with strong professional introductions and full operational backing. What’s on Offer Immediate Recurring Income Inherit circa 130 active clients with approximately £50m AUM, providing stability and strong ongoing revenue. High-Quality Client Base Many clients hold £120,000–£500,000+ in assets, offering meaningful planning opportunities across pensions, investments and estate planning. Professional Introducers Established relationships with solicitors and accountants generate a steady stream of high-calibre new business opportunities. Outstanding Earnings Potential Base salary up to £50,000 £40,000+ recurring income from the existing book Six-figure earning potential as you grow the portfolio Full Support Structure Dedicated paraplanning, administration and compliance support — allowing you to focus on advice and relationship development. Client-First Culture A professional, relationship-driven firm committed to integrity, long-term partnerships and high-quality financial planning. The Role Manage and nurture an established portfolio of loyal clients Deliver holistic financial advice across pensions, investments, IHT and protection Meet referred clients and convert introductions into lasting relationships Conduct structured reviews and identify ongoing planning opportunities Collaborate with an experienced and supportive adviser team About You Diploma (Level 4) qualified in Financial Planning Experience within an IFA or Wealth Management environment Strong relationship-building and communication skills Commercially minded, with the ambition to grow income and reputation