Associate Director

Associate Director (Acquisition/Partner Route)

Location: UK-wide/Remote/Office (Leamington Spa, Warwickshire)

Salary: Flexible (Employed/Contract/Self-Employed, with splits and package open to negotiation)

We’re supporting a growing, forward‑thinking wealth management business seeking experienced Independent Financial Advisors to join their expanding team.

This is an excellent opportunity for advisors looking for greater autonomy, flexibility, and a clear pathway to long‑term value realisation.

The Role as Associate Director

Bring your client bank (minimum £20m AUM) and join a high‑energy, commercially ambitious team where you can shape your own future. This opportunity offers genuine flexibility, whether your focus is on growing your business, planning for retirement or exit, or simply gaining autonomy away from restrictive environments.

You’ll have access to full administrative, paraplanning, an...

Ready to Apply?

Submit your application today and join our talented team at Tate Recruitment.