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    <title>Independent Financial Advisor - mbf. RSS Feed</title>
    <link>https://jobs.co.uk/job/independent-financial-advisor-mbf--987d30d8-2c21-4ed0-b47d-da82cb42f84a</link>
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    <lastBuildDate>Thu, 25 Jun 2026 03:02:54 GMT</lastBuildDate>
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      <title>Independent Financial Advisor - mbf.</title>
      <link>https://jobs.co.uk/job/independent-financial-advisor-mbf--987d30d8-2c21-4ed0-b47d-da82cb42f84a</link>
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      <pubDate>Wed, 24 Jun 2026 11:52:25 GMT</pubDate>
      <description>Location: Leicestershire | Salary: 56000.00-56000.00 Annual | Type: Permanent | Self-Employed Independent Financial Adviser (IFA)Location: Leicestershire (Field-Based)Client Bank Inheritance: £18M AUM 125 ClientsA 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.The OpportunityYou will take over a client portfolio originally built by a now-retired adviser, comprising approximately 125 households with circa £18M 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 generates £180,000 ongoing fee income and provides a stable basic income of approximately £56,000 in the first year, before any new business is written and after Paraplanning and Admin fees are subtracted.Income StructureOngoing Servicing: Clients pay 1% ongoing; adviser receives 35% for delivering annual review servicesNew Business (from inherited book):50% splitSelf-generated new business:60% ...</description>
      <category>Permanent</category>
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