Financial Adviser – Inherit £90k+ Recurring Income

About the role

We are seeking an ambitious Financial Adviser to take over an established client portfolio from a retiring adviser. From day one you will benefit from a stable income stream and high‑quality referrals, while continuing to grow your own book of business.

Key responsibilities

• Manage and nurture an inherited portfolio of ~130 active clients with ~£50m AUM.
• Deliver holistic financial advice across pensions, investments, inheritance tax and protection.
• Meet referred clients from solicitor and accountancy partners and convert introductions into lasting relationships.
• Conduct structured reviews and identify ongoing planning opportunities.
• Collaborate with a supportive adviser team and utilise dedicated paraplanning, administration and compliance support.

Required profile

• Diploma (Level 4) qualified in Financial Planning.
• Experience within an IFA or wealth‑management environment.
• Strong relationship‑building and communication skills.
• Commercially minded with ambition to grow income and reputation.

Required skills

What we offer

• Base salary up to £50,000 plus recurring income from the existing book (£40,000+).
• Potential OTE of £100k+ as the portfolio grows.
• Immediate recurring income from a high‑quality client base (assets £120k–£500k+).
• Steady flow of pre‑qualified referrals from established solicitor and accountant partners.
• Full operational backing – paraplanning, admin and compliance support.
• Client‑first culture focused on integrity and long‑term partnerships.