Independent Financial Adviser

£60,000 – £80,000 base + £180k client income
50 clients | £40m+ AUM | Marketing & Lead Support

A rare opportunity for an ambitious Financial Adviser to step straight into a high-quality client bank. You’ll take ownership of 50+ clients generating £180k annual income, with £40m+ under advice, and benefit from ongoing lead flow and full marketing support.

You’ll provide tailored advice across pensions, investments, protection, and tax planning, while building trusted relationships and supporting clients across generations. With a strong salary, recurring income, and the backing to grow further, this role offers genuine long-term security and progression.

Requirements: Level 4 Diploma (DipFA, CII, CISI or equivalent), 2+ years’ experience, strong client relationship skills, and a client-first mindset.nt relationship skills, and a client-first mindset.

Senior Lifestyle Financial Planner
Derbyshire – Hybrid | £40,000–£60,000 + Uncapped Bonus

The FIMS Consultancy are proud to be retained by a respected regional firm seeking an experienced Senior Lifestyle Financial Planner.

This role offers a warm client bank, plus 12–17 qualified leads per month with conversion rates of 20–70% and an average case size of £2,600. Advisers are never below validation, with all opportunities company-generated.

Package & Support

• £40,000–£60,000 basic + 25% bonus beyond 2× validation

• Full paraplanning and admin support

• Consistent lead flow and quality clients

Requirements

• CAS & SPS are essential

• Chartered or working towards

• Proven lifestyle and cashflow planning experience

A superb opportunity to join a respected, client-focused firm without cold prospecting or admin burden.

Senior Financial Adviser
Salary: £60,000 – £80,000 + OTE £100,000 – £120,000
Client Bank: £200k recurring income provided

An exceptional opportunity for an experienced Financial Adviser to step into a warm, well-established client bank following a planned adviser retirement.

You’ll inherit loyal clients, supported by a motivated and friendly team who take real pride in creating a positive, productive working environment. With full paraplanning and review pack support, you can focus on what you do best, delivering quality advice and building lasting relationships.

Why this role stands out:

• £200k recurring client bank — no validation hurdles

• KPI-driven, behaviour and outcome-based bonus structure

• Full 360° support including paraplanning and review packs

• Loyal clients & smooth handover from retiring adviser

• Supportive, upbeat team culture

Requirements

• CAS & SPS are essential

• Chartered or working towards

• Proven lifestyle and cashflow planning experience

If you're seeking a high-quality client base, strong earnings, and a genuinely enjoyable place to work this is it.

Financial Adviser – AR or RI
Location: Flexible | Package: Competitive

A respected, forward-thinking advisory firm is looking for experienced Advisers to join their growing team.

Why Apply:

• Employed or Self-Employed (RI/AR) options

• Excellent paraplanning & admin support
  (Pay for the support you want)

• Genuine independence & flexibility

• Collaborative, client-focused culture

You’ll Need:

• Level 4 Diploma (minimum)

• Solid track record in holistic financial planning

• A relationship-driven approach

This is a confidential opportunity. Full details on enquiry.

📞 0208 163 2940 📱 07815 900 197 ✉️ jb@thefimsconsultancy.co.uk
Introducing Talent to Opportunity — Because Great People Build Great Businesses

Senior Financial Adviser (HNW) — Confidential

Package: £100,000–£150,000 + Bonus
Client Base: High-Net-Worth (avg. ~£2m AUM)
Model: Passive / Evidence-Based Advice
Location: City Centre Office

The Opportunity

Join a highly respected, stable firm advising HNW clients using an evidence-based investment approach. You’ll focus on relationships and outcomes, supported by an experienced paraplanning and operations team.

Why Apply

• HNW client base (~£2m AUM average)

• Excellent support & structure

• Long-standing, stable team

• Clear succession & exit strategies

• Competitive package + bonus

• City centre office with easy access to amenities

• On-site gym and yoga sessions — lift weights before work or recharge at lunch

What You’ll Do

• Advise and deepen relationships with sophisticated HNW clients

• Deliver passive, evidence-led financial solutions

• Collaborate with a high-performing, long-tenured team

Ideal Profile

• Level 4 qualified (Chartered preferred)

• Strong client relationship skills

• Aligned with evidence-based investment philosophy

This search is strictly confidential.

Discreet Enquiry:
James Barden — The FIMS Consultancy
📞 0208 163 2940 | 📱 07815 900 197 | ✉️ jb@thefimsconsultancy.co.uk

Financial Adviser – Client-Centred Opportunity
📍 London | Hybrid
💼 £70,000 – £130,000+ OTE | Excellent Benefits

This is a superb opportunity to join a highly client-focused practice that’s redefining how financial planning is delivered. The culture is professional yet approachable, with a genuine emphasis on making advice informative, transparent, and accessible for clients.

Why this role stands out:

• 📊 Low-Cost In-House DFM: Consistently beating benchmarks while keeping client charges low — delivering real value.

• 🧭 Modern Advice Process: Engaging, structured, and designed to empower clients rather than overwhelm them.

• 🤝 Client-First Ethos: Strong, long-term relationships built on trust, service, and clarity.

• 🌿 Supportive Environment: Hybrid flexibility, high-quality leads, and excellent technical support so advisers can focus on what they do best.

The Role:
You’ll provide holistic financial planning to a discerning HNW client base. The focus is quality over quantity — giving you the time and tools to build meaningful relationships and deliver outstanding outcomes.

For a confidential discussion:
📞 0208 163 2940
📱 07815 900 197
✉️ jb@thefimsconsultancy.co.uk

The FIMS Consultancy
Introducing Talent to Opportunity — Because Great People Build Great Businesses.

IFA Administrator / Financial Services Administrator
Location: Wellington, Telford
Salary: £30,000 – £35,000

A well-established independent financial planning practice is seeking an experienced IFA Administrator / Financial Services Administrator to provide vital sales support to advisers.

Key Responsibilities

Prepare annual review packs and manage LOAs.
Handle new business submissions and chase provider updates.
Record all actions on the CRM and maintain compliance.
Support advisers with ad hoc admin tasks.
Communicate effectively with clients, providers and colleagues.

Skills & Experience

Previous IFA/financial services admin experience.
Strong attention to detail and organisational skills.
Excellent communication and CRM/back-office system knowledge.
Proactive and team-focused.

What’s on Offer

Salary £30,000 – £35,000 DOE.
Friendly, professional team culture with a sense of humour.
Career growth in a respected independent practice.

📩 To apply, contact The FIMS Consultancy.