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Join a Thriving Financial Advisory Partnership – Inherit an Established Book of Business

Join a Thriving Financial Advisory Partnership – Inherit an Established Book of Business


South West

Self-Employed | Work from Home | Full Admin & Compliance Support

Starting Income: circa £75,000 pa gross, rising to circa £150,000 pa gross by Year 5, plus further remuneration for any new business generated

Are you a driven, client-focused Financial Adviser looking to take the next step in your career? We’re offering a rare opportunity to join a growing IFA partnership on a self- employed basis, with the significant advantage of inheriting an established book of loyal clients.

About Us:

We are a successful and collaborative IFA Partnership known for delivering high-quality, personalised advice. As part of our growth and succession planning strategy, we are seeking an entrepreneurial adviser to join us, with flexibility to work from home.

The Opportunity:

  • Inherit a well-maintained, trusted book of business
  • Join a supportive, forward-thinking partnership structure
  • Self-employed role with full admin and compliance support provide 
  • Work remotely with flexibility and autonomy
  • Starting income of circa £75,000, with potential to growth to £150,000+ by year five, based on performance, with further remuneration for any new business generated
  • Long-term partnership and equity opportunities

What We’re Looking For:

  • A qualified Financial Adviser (minimum Level 4 Diploma)
  • Experience delivering holistic financial planning
  • Strong relationship-building and communication skills
  • Self-motivated, professional, and client-first mindset
  • Comfortable working independently while being part of a collaborative team

What We Offer:

  • A ready-to-go, existing client base
  • Self-employed structure with high earnings potential
  • Full back-office support: admin and compliance
  • Remote working setup with modern systems and processes
  • A clear pathway to long-term growth and partnership

Contact us confidentially to explore this exciting opportunity, by clicking on Apply Now.

Salary: circa £75,000 pa gross, rising to circa £150,000 pa gross

To Apply: Simply click the 'Apply Now' button below and complete the online form including attaching an up-to-date CV.

APPLY NOW - START YOUR APPLICATION HERE

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