Independent Financial Advisor

Self-Employed Independent Financial Adviser (IFA)

Location: Leicestershire (Field-Based)

Client Bank: £18M AUM 125 Clients

The Opportunity

A rare opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active and well-maintained client bank in Leicestershire.

• Approximately 125 households with £18M assets under management

• Clients are loyal, engaged, and used to annual reviews

• Average client size of £100K+ AUM

• Immediate access to a stable and recurring income stream

• Significant opportunity to grow the portfolio further

Income & Earnings

• £180,000 ongoing fee income from existing clients

• £56,000 expected baseline income in year one (after support costs)

• Clients pay 1% ongoing fees

Earning splits:

• 35% on ongoing servicing (annual reviews)

• 50% on new business from inherited clients

• 60% on self-generated business

Support & Infrastructure

• Paraplanning and administrative support available (flexible structure)

• PI insurance and full compliance support provided

• Strong, proven lead generation model

• Regular opportunities via webinars, seminars, and warm leads

• National adviser network (24 advisers) with minimal overlap in the region

Your Role

• Deliver annual reviews and holistic financial planning

• Advise across pensions, investments, protection, and estate planning

• Maintain and deepen existing client relationships

• Generate new business from both internal and external sources

• Operate in line with FCA compliance standards

What We're Looking For

• Minimum 3 years' experience as an IFA or Financial Planner

• Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous)

• Strong communication and relationship management skills

• Comfortable working independently in a field-based role

• Professional, ethical, and client-focused approach

Why This Role Stands Out

• Immediate income from day one

• Established client bank with long-term potential

• High degree of autonomy in how you run your business

• Supportive infrastructure without employed restrictions

• Access to a proven lead generation model and adviser community