My client are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide.
With a head office in Wakefield offering full paraplanning, compliance and administrative support, advisers can focus on providing a high quality service to their existing clients, whilst also looking to increase their client book.

The Role
*Manage an established client bank with approximately £10m/£12m FUM
*Provide holistic, whole-of-market financial advice including pensions, investments, protection, and tax planning.
*Build new business through a mix of company-generated leads, referrals, and self-sourced clients.
*Collaborate with a dedicated central team of paraplanners and administrators, allowing you to focus on client relationships and advice delivery.
*Enjoy flexible working arrangements, with hybrid options and autonomy over your schedule

Financial Package & Benefits
*Recurring income: 35% of 1% AUM
*New business splits: 50% on company-generated leads, 60% on self-generated business.
*Year one: all support costs covered; from year two, advisors contribute approximately £1,000 per month for FCA, PI, and license fees.
*Full access to pooled paraplanning and admin support from the head office
*Clear path to Chartered status with dedicated development and mentoring support.

Who We’re Looking For
*Level 4 qualified Financial Advisers with a track record of delivering independent, holistic advice.
*Chartered or working towards Chartered status is highly desirable.
*Experienced advisers with strong client-facing skills and the ability to grow their business.
*Ambitious, entrepreneurial professionals looking for autonomy alongside robust central support.


This is a rare opportunity to take over a high-quality client bank while benefiting from a scalable, supportive self-employed model designed to let you focus on what matters most: your clients and your growth.
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