Zomi Wealth
Independent Financial Advisor
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Financial Adviser/Planner
Financial Adviser – Established Client Bank
London & Home Counties | Employed or Self-Employed | Competitive Base + Excellent Earning Potential
We are looking for an experienced, qualified Financial Adviser to join our growing financial planning business, with a particular focus on pensions, retirement planning, deaccumulation and long-term client relationships.
This is an excellent opportunity for an established adviser who wants to step into a role with immediate client responsibility and significant income potential.
The Opportunity
As part of planned succession within the business, you will inherit a significant, established client bank from a retiring adviser, providing you with an existing portfolio of clients and recurring relationships from the outset.
The role is ideally suited to an adviser with strong pensions knowledge who is comfortable dealing with clients approaching and in retirement, while also identifying wider financial planning opportunities across investments, protection and estate planning.
We are flexible about the structure of the role and will consider both employed and self-employed arrangements, with a competitive remuneration package designed to reward both the servicing and development of the existing client bank.
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What We're Looking For
- Level 4 qualified Financial Adviser with appropriate UK financial planning qualifications.
- Demonstrable experience providing regulated financial advice.
- Strong technical knowledge of pensions and retirement planning, group pension and risk knowledge and/or experience will be an advantage.
- Experience managing and developing an established client portfolio.
- Strong client relationship and communication skills.
- Commercially minded, with the ability to identify appropriate new advice opportunities from existing and referred clients.
- Comfortable working with a high degree of autonomy while operating within a professional compliance framework.
- Ideally based within the London and the Home Counties area and able to meet clients personally where appropriate. Approximately 50% of ongoing meetings are held remotely.
What We Offer
You will receive an established client bank from a retiring adviser, rather than being expected to build a portfolio from scratch. The position offers a competitive base/package, excellent earning potential, flexibility over employed or self-employed status, and the opportunity to develop long-term relationships with an existing client base while growing your own practice within the business.
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This is a particularly attractive opportunity for an experienced adviser looking for their next long-term role, where there is an established revenue base, genuine succession opportunity and significant scope for future growth.
- Location: Home Counties / Hybrid
- Employment: Employed or Self-Employed
- Remuneration: Competitive base/package + excellent earning potential
- Experience: Experienced Financial Adviser (3-5 years experience)
- Qualifications: Minimum Level 4 Financial Advice qualification
There is also the opportunity to participate in the employee share scheme.
Who Are We?
Zomi Group has grown through acquisition in the last four years and today trades as Whiteleaf Financial in the corporate channel and Zomi Wealth in the private client channel. We manage 50+ group schemes supporting more than 3000 members as well as a significant private client bank.
We are a small, growing diverse financial advisory business and this role offers a ground floor opportunity with an established client bank.
Interested?
If you are an experienced Financial Adviser with a strong pensions background and would like to discuss the opportunity confidentially, please get in touch.
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