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Permanent

Financial Planner

mbf.
Warrington
money-bag £50000 Annual
Posted: 16 July 2026 (Today)
Closing date: 15 August 2026
Ref: 3139777900

IIndependent Financial Advisor (IFA)Location: Warrington Area (Remote role with local client meetings)Salary: £50,000 per annum plus bonusesAbout the OpportunityWe''re recruiting on behalf of a national Independent Financial Advisory group for an experienced Independent Financial Advisor to take over a well-established client bank from a retiring adviser in the Warrington area.This is a servicing-focused position rather than a sales role, making it ideal for an adviser who enjoys building long-term client relationships and delivering high-quality financial planning without the pressure of generating new business.The RoleYou''ll be responsible for servicing an established portfolio of existing clients, providing ongoing financial planning advice and ensuring they continue to receive an exceptional level of service.You''ll be supported by an experienced paraplanning and administration team, allowing you to focus on what you do best: advising clients.Key Details and BenefitsBasic Salary: £50,000 per annumClient BankAn established portfolio of existing clients will be provided, approximately 130 clients with £200K recurring fee income currently being generatedThe recurring income attached to the client bank exceeds the level required to achieve validation, meaning the successful adviser will be in a bonus position from day onePerformance BonusValidation at three times basic salary (£150,000)25% bonus on earnings above validation, so Adviser will earn approx £12,500 in bonus ..... full job details .....

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