Exciting IFA Opportunity – Step Straight Into an Established Client Bank
This is a genuinely rare opportunity for an experienced Independent Financial Adviser who wants to hit the ground running.
One of my clients has a retiring IFA, and their well-established client bank is now available. That means immediate income, warm relationships, and the chance to grow a successful self-employed business from day one – without starting from scratch.
Location
*Client base primarily across Lincoln, East Nottingham and Grimsby
*Well-spread, loyal clients with long-standing relationships
What’s on Offer
*An established client bank with ongoing revenue from day one
*Self-employed role – full control over how you run your business
*Percentage of ongoing income from the existing clients
*All new referrals from the client bank become yours
*Any clients you introduce remain fully your own
*A smooth, supported transition from the retiring adviser
Your Role as an IFA
*Look after clients properly – always acting in their best interests
*Provide clear, professional financial advice to help clients plan ahead
*Manage investments and pensions to meet long-term goals
*Review existing arrangements and recommend improvements
*Build strong, trusted relationships that naturally lead to referrals
*Ensure full regulatory and compliance standards are met
Why Apply?
*Immediate income – no need to build a client base from scratch
*Warm, loyal clients who value advice and continuity
*Freedom to grow your own business, your way
*Long-term earning potential through referrals and new clients
*Ideal if you’re ready to move into (or grow within) a self-employed IFA role
*A rare chance to take over a well-run, established client bank
This role is perfect for an ambitious IFA who wants a smooth transition, strong foundations, and real control over their future earnings.
Interested?
Get in touch for a confidential, no-pressure conversation.
I’m happy to listen to what you’re looking for and see if this opportunity fits your career goals.
Sometimes the best moves don’t come around often – this is one of them.