M P Warren & Associates
Financial Advisor
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This is a self employed role.
The Opportunit
y This firm is seeking a driven, client-focused Self-Employed Financial Adviser to join its established and growing wealth tea
m. 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 environme
nt. 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 furt
her. What You’ll Re
ceive High-Earning Pot ential60% adviser / 40% firm splitNo reduction on firm-generated
leads Immediate Client AccessInherit a portion of an established client bank (c.60 c lients)Ongoing servicing income from day oneAdditional client opportunities from internal succession p
lanning Consistent L ead FlowReferrals from mortgage and weal th teamsStrong cross-referral culture across the
business Full Administrative & Paraplannin g SupportDedicated support team (3 full-time + 1 part-time admini strators)On-site par aplanningAllowing you to focus on advice, revenue generation and client rela
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tionships Compliance & S upervisionExperienced internal supervis
or support Collaborat ive CultureModern, purpose-built office environmentOpen-door, supportive leade rship styleEstablished team of 7 advisersStrong emphasis on work-life balance and team
integration How You’ll WorkHybrid model with flexibilityMinimum one day per week in the office to maintain collaboration and team integrationManage and grow a portfoli o of clientsDeliver ongoing reviews, holistic advice, and new business
developm ent Why Join?This is a rare opportuni ty combining:Immediate earnings via an existin g client bankStrong, tran sparent splitRobust support i nfrastructureA genuinely positive and collabor
ative culture What We’
re Looking For Essential:Level 4 Diploma qualified (or equivalen t) is essentialCurrent or recent experience as a Finan cial Adviser orNewly qualified with strong transferable experience of at least 2 years (e.g. paraplanner, senior administrator, mortgage adviser transitioning into h olistic advice)Comfortable operating in a self -employed modelStrong interpersonal and client rela tionship skillsProfessional, ethical and clien
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t-first mi ndset Desirable:Experience within a network model (experience with Openwork Partnersh ip advantageous)Ability to generate new business alongside servicing existing clientsExisting clie
nt relationships Ideal for advisers who want to maximise earnings without sacrificing suppor
t 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 co
mmunity it serves.
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