Finance Manager

? Maverick Trading; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Quorn is looking for an experienced Independent Financial Adviser to take over a thriving client portfolio with assets of £15M–£17M. You will enjoy immediate income stability with £56,000 in the first year, supported by a robust team infrastructure. Ideal candidates should possess a Level 4 Diploma and over three years of experience in financial planning, with strong communication skills and a client-centric mindset. This role offers unique autonomy and growth opportunities in a supportive environment.

Benefits

Paraplanning & admin support

Lead generation resources

Fully provided PI insurance and compliance

Qualifications

• Minimum 3 years’ experience as an IFA or Financial Planner.
• Level 4 Diploma qualified; Level 6 preferred.
• Ability to work independently in a field-based role.

Responsibilities

• Deliver annual reviews and holistic financial planning.
• Maintain and grow established client relationships.
• Develop new business from existing clients.

Skills

Strong communication

Relationship management

Autonomous working

Client-centric approach

Education

Level 4 Diploma in Financial Planning

Job description

Self-Employed Independent Financial Adviser (IFA)

Location: Leicestershire (Field-Based)

Client Bank: Inheritance of £15M‑£17M assets under management (AUM) | ~125 clients

A rare and highly attractive opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active, well‑maintained client book in Leicestershire. This is a field‑based, self‑employed role offering both income stability from day one and significant scope to grow.

Opportunity

You will take over a client portfolio originally built by a now‑retired adviser, comprising approximately 125 households with £15M‑£17M assets under management. Clients are loyal, engaged, and accustomed to regular annual reviews. The typical client holds £100K+ AUM, with a healthy mix of larger and smaller cases. The existing clients pay 1% ongoing fees, which provides a stable basic income of approximately £56,000 in the first year, before any new business is written.

Income Structure

• Ongoing Servicing: Clients pay 1% ongoing fee.
• Adviser receives 35% for delivering annual review services.
• New Business (from inherited book): 50% split.
• Self‑generated new business: 60% split.
• Immediate earnings from existing ongoing fees.

Support & Infrastructure

• Paraplanning & Admin Support: Free in Year 1; £1,200‑£1,500/month from Year 2 onwards; Dedicated admin support included.
• PI Insurance & Compliance: Fully provided.
• Lead Generation: Strong historic lead flow via teaching sector specialism, webinars, seminars, and warm leads.
• Network: 24 advisers nationwide (strong presence in Yorkshire, minimal crossover).

What We’re Looking For

• Minimum 3 + years’ experience as an IFA / Financial Planner.
• Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous).
• Strong communication and relationship‑management skills.
• Comfortable working autonomously in a field‑based environment.
• Client‑centric, ethical, and proactive.

Your Role

• Deliver annual reviews and holistic financial planning across pensions, investments, protection, and estate planning.
• Maintain and grow established client relationships.
• Develop new business from existing clients and through external opportunities.
• Uphold the highest standards of FCA compliance.

Why This Opportunity

Immediate income stability with a £56,000 baseline in year one, ready‑made client bank with strong long‑term potential, supportive infrastructure without the limitations of an employed model, real autonomy to manage your business how you want, proven lead‑generation model and strong adviser community.