A Strategic Opportunity for an Established Adviser

A well-established, independent financial planning firm operating at the higher end of the market is seeking a Senior Independent Financial Adviser to join the business as part of its long-term growth strategy.

This opportunity is ideal for an experienced adviser who has built a loyal, high-quality client book and is now looking for greater autonomy, influence, and the opportunity to share in the future value of the business.

The firm advises high-net-worth families, typically with £500k+ investable assets, and has grown organically to c.£600m AUM. Advice is fully independent, supported by a strong in-house team of Paraplanners and Administrators, with compliance provided through a leading network.

The Role
*Manage and grow an existing portfolio of high-net-worth clients
*Transition and retain a portable client book into the business
*Deliver holistic, long-term financial planning advice
*Act as a senior presence within the adviser team
*Contribute to the strategic growth and direction of the firm
*Build and maintain strong professional introducer relationships
Candidate Profile
*Highly experienced Independent Financial Adviser
*Demonstrable, loyal client bank capable of transitioning
*Strong track record advising high-net-worth clients
*Commercially minded with a long-term outlook
*Values independence, quality advice, and long-term client relationships
Remuneration & Equity
*Basic salary up to £90,000, aligned to revenue
*Transparent revenue share model
*Total earnings designed to reflect ongoing income and growth
*EMI equity participation available for the right individual
Why Consider This Opportunity?
*Genuine independence with no consolidator ownership
*High-quality client base and advice-led culture
*Strong in-house paraplanning and administration support
*Clear pathway to equity and long-term succession planning
*Opportunity to influence strategy and firm-wide decisions
This role offers a rare chance to join a boutique, high-calibre advisory firm and directly benefit from its continued growth.
If you’d like this tailored further for discreet senior adviser outreach or want a short hiring-manager summary, just let me know.
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