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
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