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Financial Planner | Build Your Own Book | £85,000 Client Bank to Start
Salary up to £50,000 + Bonus (10% on new & ongoing business, 25% on self-generated work), 1 st year earnings circa £65,000
Leads Provided | Full Paraplanning & Admin Support | Hybrid Working
Are you a driven Financial Planner ready to take control of your future and grow a book of clients with real earning potential? This is your opportunity to join a thriving, client-focused firm with an impressive pipeline of quality leads, supportive infrastructure, and a warm client bank generating £85,000 in recurring fee income from day one.
Why join us?
Immediate Client Bank: Step into a portfolio generating £85,000 ongoing fee income, with ample growth opportunities.
Lucrative Bonus Structure: Earn 10% on all new and ongoing business, plus a market-leading 25% on any self-generated work.
Endless Lead Flow: Benefit from professional introducer relationships, online enquiries, and in-branch walk-ins.
Full Admin & Paraplanning Support: Spend more time with clients and less time on paperwork, with a dedicated team to help you deliver exceptional advice.
Advising in Key Areas: Pensions, IHT planning, General Investments, ISAs, giving you a broad and rewarding proposition.
Career Growth: Build your book, develop your specialisms, and achieve the level of success you aspire to, backed by a forward-thinking leadership team.
What’s on offer:
Leads: High-quality, consistent referrals from professional connections, online sources, and walk-ins
Support: Full paraplanning and administration team
Location: Office-based with hybrid flexibility (if desired)
Tools: Full tech stack, compliance, and marketing support
What you’ll do:
Manage and grow your allocated client bank, delivering tailored financial advice.
Handle new client enquiries from multiple channels and convert them into lasting relationships.
Offer holistic financial planning covering Pensions, Investments, IHT, Estate Planning, and Protection.
Actively seek and develop new business opportunities, with exceptional rewards for self-generated work.
Work closely with paraplanners and administrators to ensure client needs are met seamlessly.
What we’re looking for:
Level 4 Diploma in Financial Planning (or equivalent).
Experience in a client-facing advisory role.
Motivated, proactive, and entrepreneurial mindset.
Passion for delivering outstanding financial advice and building lasting relationships.
Ready to build your own success story with the backing of a well-established firm?
Apply now or contact us in confidence to learn more about this exciting opportunity.
