Financial Adviser

Independent Financial Adviser Opportunity Keep your client relationships, gain stronger technical support and increase your overall earnings. Are you an experienced Financial Adviser looking for a genuinely independent advice environment where your client relationships are valued, your technical support is exceptional and your earning potential is significantly improved? The OpportunityThis is an opportunity to continue advising your existing clients in much the same way as you do now, while joining a fully independent financial planning firm with the infrastructure, paraplanning and administrative support to help you deliver an excellent client experience. Why Consider This Move? • 100% independent advice proposition with no private equity backing. • Full administration and paraplanning support provided for Financial Planners. • Reports completed within five working days. • Technical support from Fellow or Chartered level Paraplanners. • Specialist focus on HNW and UHNW clients. • Client-first culture built around customer outcomes, compliance and colleagues. • Flexibility to support growth across the UK, including additional offices where appropriate. Client Relationships Stay With YouThe belief is simple: no one owns a client — the relationship you have built with them is what matters. Support will be provided to help move clients across from your current firm, with clients able to remain on their existing platform and funds where suitable. An MPS is available, but there is no pressure to move clients into it. If you later leave the business, your client relationships remain with you. About the FirmThe firm manages approximately £1.4 billion in funds under management, has around 57 staff and is looking to grow across the UK. Established in 2016, it is an independent Chartered Financial Planning business with offices in several UK locations. Advice is holistic, bespoke and fully independent, covering pensions, investments, estate planning, tax and trust planning, protection, mortgages and long-term care. The business works with private clients, charities, trusts and successful businesses. Earnings and BenefitsThis opportunity is designed to improve overall earnings. Your basic salary can be matched or improved, with a significantly stronger bonus structure based on a pre-agreed, non-discretionary calculation. • Higher overall earning potential. • Enhanced bonus opportunity. • 5% matched pension. • Healthcare. • Death-in-service cover. • Potential future exit bonus linked to personal cumulative earnings, subject to long-term sale plans. Who This Could SuitThis could suit an established Financial Adviser with strong client relationships who wants to remain independent, retain control of their client bank and benefit from first-class technical, paraplanning and administrative support. Next StepTo find out more, arrange a confidential conversation to explore the opportunity, the client transition process and the potential financial upside in more detail.