Independent Financial Advisor

Financial Adviser

Solihull – Remote

£50,000 + 25% Bonus + Existing Client Bank (£200k Recurring Income) + Hybrid Working + PMI + 8% Pension + Death in Service

Are you an experienced Financial Adviser looking to inherit an established client bank from day one, allowing you to focus on delivering exceptional advice rather than cold business development

?This is an outstanding opportunity to join a highly respected independent financial planning business that forms part of one of the UK's leading adviser networks. The firm has built an excellent reputation for delivering holistic, client-focused advice and benefits from the backing of a large national network, providing advisers with first-class compliance, technical support and business infrastructure, while maintaining the feel of a close-knit, independent practice

.

You'll take over an established portfolio of approximately 125-150 clients, generating around £200,000 of recurring annual income, with 100% of ongoing income credited towards your bonus from day one. This is a genuine servicing role, giving you the opportunity to deepen existing relationships while identifying natural opportunities for additional advice where appropriat

e.

The role offers excellent autonomy, allowing you to work from home, manage your own diary and organise client meetings in a way that suits both you and your clien

ts.

The R

• ole:Take ownership of an established portfolio of 125-150 existing cli
• entsProvide holistic financial planning advice across pensions, investments and retirement plan
• ningConduct annual and ongoing client reviews to ensure plans remain appropr
• iateBuild long-term trusted relationships through exceptional client ser
• viceIdentify additional planning opportunities within an existing client
• bankManage your own diary with the flexibility to work from
• homeDeliver compliant, client-focused advice supported by an experienced technical and compliance

team

The Pe

• rson:Experienced Financial Adviser with strong relationship management s
• killsLevel 4 Diploma qualified with a current Statement of Professional Standing
• (SPS)Passionate about delivering high-quality ongoing financial a
• dviceComfortable managing an established portfolio of cl
• ientsProfessional, personable and client-focused app
• roachSelf-motivated with the ability to work independently while benefiting from a supportive wider

team