Stone
Are you a newly Level 4 Qualified Financial Adviser looking for a guaranteed client book and a clear career path?
We are working with an established, highly respected, and family-run Independent Financial Adviser (IFA) firm in Staffordshire who is making a proactive, strategic hire.
This isn’t a speculative role—this is a defined 2-3 year succession plan.
The Opportunity:
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Guaranteed Client Book: You will be mentored and trained over the next couple of years by a retiring adviser, preparing you to seamlessly take over and manage their established, substantial client book.
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Family-Run Culture: Join a supportive, friendly team of 13 people (Investments, Wealth, and Mortgages) known for their independent values and commitment to putting clients first.
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Develop New Business: While initially focusing on the existing book, you will also play a key part in the firm’s strategy to modernise and engage a younger client base.
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Training & Mentorship: A commitment to full-time, on-site working ensures you receive the immersive training and integration needed to succeed.
What We Need From You:
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Minimum Level 4 Qualification (DipFA or equivalent) is Essential.
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A strong desire to become a fully-fledged IFA.
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A professional, friendly, and client-focused approach.