Financial Adviser

This is a self employed role.

This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team.

This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment.

You’ll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further.

What You’ll Receive

High-Earning Potential

• 60% adviser / 40% firm split
• No reduction on firm-generated leads

Immediate Client Access

• Inherit a portion of an established client bank (c.60 clients)
• Ongoing servicing income from day one
• Additional client opportunities from internal succession planning

Consistent Lead Flow

• Referrals from mortgage and wealth teams
• Strong cross-referral culture across the business

Full Administrative & Paraplanning Support

• Dedicated support team (3 full-time + 1 part-time administrators)
• On-site paraplanning
• Allowing you to focus on advice, revenue generation and client relationships

Compliance & Supervision

• Experienced internal supervisor support

Collaborative Culture

• Modern, purpose-built office environment
• Open-door, supportive leadership style
• Established team of 7 advisers
• Strong emphasis on work-life balance and team integration

How You’ll Work

• Hybrid model with flexibility
• Minimum one day per week in the office to maintain collaboration and team integration
• Manage and grow a portfolio of clients
• Deliver ongoing reviews, holistic advice, and new business development

Why Join?

This is a rare opportunity combining:

• Immediate earnings via an existing client bank
• Strong, transparent split
• Robust support infrastructure
• A genuinely positive and collaborative culture