Financial Advisor

M P Warren & Associates; Devon and Torbay; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

M P Warren & Associates is seeking a driven, client-focused Self-Employed Financial Adviser to join its established wealth team in the UK. You’ll inherit a portion of an existing client bank and benefit from ongoing servicing income, referrals, and a collaborative, supportive environment.

The role offers hybrid working with on-site collaboration and a robust administrative support structure to let you focus on advice, revenue, and client relationships.

Qualifications

• Experience as a Financial Adviser or newly qualified with strong transferable experience of at least 2 years.
• Excellent interpersonal and client relationship skills.
• Professional, ethical and client-first mindset.

Responsibilities

• Manage and grow a portfolio of clients.
• Deliver ongoing reviews and holistic financial advice.
• Generate new business alongside servicing existing clients.
• Coordinate with internal teams for paraplanning and administration support.

Skills

Client relationship management

New business development

Openwork Partnership experience

Advisory services

Job description

This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth team.

This is a standout opportunity for an adviser who wants the autonomy of self-employment, backed by strong infrastructure, consistent lead flow, and a genuinely collaborative environment.

You’ll be stepping into an existing client bank (c.60 clients) from a departing adviser, giving you immediate income potential, alongside additional referrals from within the business and the opportunity to build further.

What You’ll Receive

High-Earning Potential

• No reduction on firm-generatedleads

Immediate Client Access

• Inherit a portion of an established client bank (c.60 clients)
• Ongoing servicing income from day one
• Additional client opportunities from internal succession planning
• Referrals from mortgage and wealth teams
• Strong cross-referral culture across the business

Full Administrative & Paraplanning Support

• Dedicated support team (3 full-time + 1 part-time administrators)
• On-site paraplanning
• Allowing you to focus on advice, revenue generation and client relationships

Compliance & Supervision

• Experienced internal supervisor support
• Modern, purpose-built office environment
• Open-door, supportive leadership style
• Established team of 7 advisers
• Strong emphasis on work-life balance and team integration

How You’ll Work

• Hybrid model with flexibility
• Minimum one day per week in the office to maintain collaboration and team integration
• Manage and grow a portfolio of clients
• Deliver ongoing reviews, holistic advice, and new business development

Why Join?

This is a rare opportunity combining

• Immediate earnings via an existing client bank
• Strong, transparent split
• Robust support infrastructure
• A genuinely positive and collaborative culture

What We’re Looking for

• Current or recent experience as a Financial Adviser or Newly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into holistic advice)
• Comfortable operating in a self-employed model
• Strong interpersonal and client relationship skillsProfessional, ethical and client-first mindset
• Experience within a network model (experience with Openwork Partnership advantageous)
• Ability to generate new business alongside servicing existing clients
• Existing client relationships

Ideal for advisers who want to maximise earnings without sacrificing support or environment.

M P Warren & Associates are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks.

There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School.

The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.