If you’re looking for your next career step as an experienced financial adviser, one reputable opportunity stands out. This role offers a basic salary ranging from £50,000–£60,000, depending on experience, and gives you the choice to work on an employed or self-employed basis.

Advisers here receive a readymade client bank right from the start, plus attractive fee splits: 70% of Initial Advice Fees and 50% on Ongoing Advice Fees. You can benefit from flexible, remote work arrangements with full support via a pod structure.

Role Responsibilities and Daily Life

Your key responsibility will be managing and advising a portfolio of private clients. This involves delivering high-quality financial planning, ongoing advice, and ensuring clients receive the support they need to achieve their goals.

Day-to-day, expect to liaise with existing clients, identify ways to grow your client base, and work alongside paraplanners and administrators. Handling referrals is essential, as well as attending occasional team meetings to ensure collaboration.

The firm provides robust operational support, helping to streamline your work and enhance client service. You’ll have support in diary management, administration, and new business efforts.

Emphasis is placed on both maintaining existing relationships and developing new ones. This is a balanced role where you can use your experience to further your professional development.

What Makes This Job Stand Out?

This role’s flexibility and support structure are particularly appealing. Whether you prefer employed benefits or the self-employed route, you’ll enjoy a lucrative fee-sharing arrangement and access to clients immediately.

If you appreciate a supportive environment, you’ll benefit from the pod structure, which includes marketing and paraplanning assistance to let you focus on advice delivery rather than admin tasks.

Advantages of Joining

The main pro is the combination of immediate earning potential and support typically only found at larger firms. You won’t need to start from scratch, as the client bank is established.

Another benefit is the flexibility in work setup. You can work remotely and arrange office visits as required, helping maintain a healthy work-life balance.

Возможные недостатки, которые следует учитывать

However, this role does require at least two years of advisory experience, which means it isn’t suitable for those just starting in the field. High personal motivation is crucial.

Candidates should also expect to balance business development with client servicing; this dual demand might not appeal to everyone, especially those looking for a pure servicing or back-office role.

Заключительные мысли

For experienced financial advisers seeking a professional environment that values both your skills and wellbeing, this opportunity offers strong compensation and flexibility. The support structure reduces unnecessary stress so you can focus on delivering excellent financial advice.