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