Senior Financial Advisor

Head Wealth Manager & Independent Financial Advisor

Europe, UK (Remote & Office-Based)

€200,000 – €400,000+ OTE | Qualified Lead Flow | Institutional Products | Turnkey Advisory Infrastructure

Are you an experienced IFA ready to lead a team of existing advisors as well as manage and build your existing book?

We’re working exclusively with a global advisory platform built specifically for independent advisors who want to scale their business, access international clients, and deliver a premium service without sacrificing autonomy or ownership.

Whether you're looking to monetise your book, scale globally, or finally access the kind of support usually reserved for private banks, this is a serious upgrade.

We are particularly interested in advisors across Spain, Italy, France, Switzerland, Malta, Cyprus, and Greece who have an existing client base (minimum €10M – €50M+ AUM) and are ready to step into a broader leadership role while continuing to grow their personal book.

What You Get – Fully Built Platform:

Market-Leading Earnings & Commission Splits

Whether you opt for an employed or self-employed structure, this platform is built to reward high performance:

• Employed roles come with generous fixed remuneration and a clear, scalable bonus model
• Self-employed IFAs benefit from exceptional revenue share on personal production
• Access to qualified lead flow and acquired books to drive AUM growth quickly
• Bonus accelerators and leadership incentives for senior advisors
• Future book buy outs written and guaranteed in your contracts up to multiples of 4 x yearly book income
• No clawbacks. No convoluted terms. Just a fair, transparent model with serious upside

Additionally, for senior hires stepping into a player-manager capacity:

• Immediate participation in an existing team of 6 advisors with c. €50M AUM
• Revenue share and override on team production from day one
• Clear pathway to build, lead, and scale your own advisory team
• Long-term incentives aligned to team growth and leadership performance

End-to-End Operational Support:

• Full back-office team: client onboarding, admin, compliance, and reporting
• Real-time CRM, dedicated Relationship Managers, and onboarding teams
• Seamless cross-border onboarding capabilities for global HNW/UHNW clients
• In-house paraplanning and investment support for proposal generation

Qualified Client Flow & Growth Infrastructure:

• Regular access to pre-qualified, high-conversion leads
• Opportunities to take over acquired books of clients to fast-track AUM growth
• Optional internal client transfers, joint advisory work, and internal referral system

Multi-Asset Investment & Custody Solutions:

• Centralised Investment Proposition (CIP) with multi-asset flexibility
• Direct access to institutional-grade Discretionary Fund Managers (DFMs)
• Structured Products, Actively Managed Certificates (AMCs), Private Markets
• ESG portfolios, thematic investing, and tailored investment strategies
• Custody via Tier 1 global banks under competitive institutional pricing
• In-house investment committee and portfolio specialists available on-demand

Global Presence, Remote Flexibility:

• Regulated offices across the UK, Switzerland, EU, UAE, and Asia
• Fully remote advisory model supported with full infrastructure
• Relocation support and visa sponsorship available in select jurisdictions

Who This Is Built For:

• IFAs with a portable book (minimum €10M – €50M+ AUM) seeking scale and support
• Advisors ready to evolve into a player-manager role, combining personal production with team leadership
• Professionals tired of running everything solo — admin, compliance, reporting
• Advisors looking to plug into an existing team and earn from day one while building long-term equity
• Growth-focused IFAs looking for long-term value: equity, leadership, exit options
• Senior advisors planning a transition or succession with monetisation in mind

No legacy systems.

No platform lock-in.

Just better infrastructure and better outcomes for you and your clients.

DM Chalden du Toit or contact James & Partners for a confidential discussion