Independent Financial Advisor
Self-Employed Independent Financial Adviser (IFA)Location: Leicestershire (Field-Based)Client Bank: £18M AUM 125 ClientsThe OpportunityA 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 furtherIncome and Earnings• £180,000 ongoing fee income from existing clients• £56,000 expected baseline income in year one (after support costs)• Clients pay 1% ongoing feesEarning splits:• 35% on ongoing servicing (annual reviews)• 50% on new business from inherited clients• 60% on self-generated businessSupport and 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 regionYour 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 standardsWhat We''re Looking ..... full job details .....
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