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Financial Adviser – Inherited Client Book | Up to £80,000 + Bonuses | Remote-First
Client Book Provided | Full Admin Support | Growth-Focused Environment
Take Over a Retiring Adviser’s Client Portfolio
We are currently seeking experienced, qualified Financial Advisers ready to take the next step in their career by inheriting a fully validated book of business. You will immediately receive a portfolio of around 100 mass affluent clients (£250k+ investable assets), providing instant earnings stability while giving you the foundation to build further.
What’s on Offer:
Guaranteed Client Book: Circa 100 active clients ready to engage
Salary: Up to £80,000 basic
Bonus: 30% on all new and recurring business above validation
One-off Incentives: £500–£10,000 per self-generated client
Leads Provided: Via online channels and professional introducers
Comprehensive Advice Platform
Our client firm offers a full-service wealth management proposition, including:
Investment & Financial Planning
Estate & Trust Planning
Mortgages & Equity Release
Protection Advice
In-house Discretionary Fund Management (DFM)
Competitive Client Fees: 1% adviser charge, with an all-in average of just 1.65%–1.7%
Support & Flexibility You Can Rely On
Full Paraplanning and Admin Support
In-house Training on Estate Planning & Trusts
Remote-first approach – work from home, with optional office use
Manage your diary, your clients, your way
Who We’re Looking For
Level 4 Diploma in Financial Advice (minimum)
Client-facing experience
Ethical, outcome-focused, and client-first mindset
Ambitious, self-driven, and eager to grow within a supportive environment
Ready to take the reins of a thriving client book?
Apply now or contact us for a confidential conversation. This is a rare opportunity to transition into a validated business, backed by best-in-class infrastructure and support.
