Financial Planner – Existing Client Bank
Solihull Area | Remote/Field Based
An established and growing financial planning firm is seeking an experienced Financial Planner to take over a well-maintained client portfolio from a retiring Adviser based around the Solihull area.
This is an excellent opportunity for an Adviser who enjoys delivering high-quality ongoing advice and building long-term client relationships, rather than focusing heavily on new business generation.
The Opportunity
- Basic salary of £50,000
- Existing client bank of approximately 130–140 clients
- £220,000 recurring ongoing income attached to the portfolio with full validation credit given
- Bonus structure based on recurring income and new business generated
- Remote and field-based role with no requirement to attend an office
- Benefits including Pension, Death in Service and Private Medical Insurance
Bonus Structure
The incoming Adviser will receive full credit for the existing £220,000 ongoing income attached to the client bank.
With a validation threshold of 3x salary (£150,000), this means the successful candidate would immediately earn a 25% bonus on the £70,000 excess recurring income already attached to the portfolio.
In addition, a further 25% bonus is payable on any additional new business generated.
About the Role
You will inherit an established and loyal client portfolio and be responsible for delivering holistic financial planning advice across:
- Pensions
- Investments
- Protection
- Retirement planning
The focus is on maintaining and developing trusted client relationships, ensuring excellent ongoing service and advice standards.
About You
- Experienced Financial Planner / Independent Financial Adviser
- Strong technical knowledge across pensions, investments and protection
- Excellent client relationship and service skills
- Diploma Level 4 qualified minimum
- Based within reasonable distance of Solihull for client meetings
- Well suited to someone who enjoys servicing and nurturing an existing book rather than a pure business development role
This role offers a rare opportunity to join a growing advice business with immediate recurring income, established clients and genuine long-term stability
Sector:
- Financial Services
- Financial Planning
