Independent Financial Adviser (IFA) – Established Client Bank Available
A rare opportunity to step straight into a live, income-generating client bank.
My client has a retiring IFA, and their long-established client bank is now available. This is a genuine chance for an experienced Financial Planner to take over an existing book and grow a successful self-employed business from day one.
Location
The client base is located on the eastern side of the country, including:
*Lincoln
*East Nottingham
*Grimsby
What’s on offer
*A ready-made client bank with loyal, long-standing clients
*Immediate ongoing income from existing relationships
*Self-employed role with full autonomy and control
*A percentage of the ongoing revenue from current clients
*All referrals from the existing client bank become your clients
*Any new clients you introduce will also grow your own income
*A smooth, supported handover from the outgoing adviser.
Your role as an IFA
*Always put clients first and look after their long-term needs
*Provide professional, compliant financial advice
*Manage investments, pensions, and broader financial planning
*Review existing arrangements and recommend improvements
*Build strong client relationships and generate referrals
*Ensure all regulatory and compliance standards are met.
Why this is a great opportunity
*You step into a live client bank, not a cold start
*Immediate revenue with plenty of scope to grow
*Perfect for an ambitious IFA looking for a low-risk move into self-employment
*A solid platform to build a long-term, sustainable business.
Interested?
If you’re an experienced IFA and would like a confidential, no-pressure chat, get in touch today. I’d be happy to talk through the client bank and see whether this opportunity fits your career plans.