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Independent Financial Adviser - Established Firm Client Bank

Job in Bath, Somerset County, BA1, England, UK
Listing for: Reed
Full Time, Contract position
Listed on 2026-07-18
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 50000 - 70000 GBP Yearly GBP 50000.00 70000.00 YEAR
Job Description & How to Apply Below
Position: Independent Financial Adviser - Established Firm Full Client Bank Provided

Independent Financial Adviser - Established Firm Full Client Bank Provided
Competitive Salary + Commission Full Admin & Paraplanning Support

Are you an experienced Financial Adviser looking to step into a role where you can truly focus on delivering high-quality advice - without the pressure of chasing leads or building a client bank from scratch?

We are working with a well-established, reputable IFA firm offering an exceptional opportunity for an ambitious adviser to take on a ready-made client bank
, supported by a highly efficient in-house administration and paraplanning team
. This is the ideal environment for an adviser who wants to grow, thrive, and deliver exceptional outcomes for clients while enjoying long-term stability and career progression.

The Opportunity

Joining this respected financial planning firm, you will benefit from:

  • An existing, loyal client bank ready to inherit from day one
  • Full administrative and paraplanning support
    , allowing you to focus entirely on client relationships and high-quality advice
  • A competitive base salary combined with a strong commission structure
  • A supportive, collaborative culture where advisers are genuinely valued and well-rewarded for their contribution
  • Long-term progression within an organisation committed to professional development and client-first advice

This is an excellent chance for an adviser who wants the security of a stable client portfolio while still earning uncapped additional income through a rewarding bonus structure.

Key Responsibilities
  • Manage and grow an inherited client bank through ongoing financial advice and regular client reviews
  • Deliver holistic financial planning across pensions, investments, protection, and wealth management solutions
  • Build strong, long-lasting client relationships based on trust, transparency, and tailored advice
  • Work closely with the internal paraplanning and admin teams to ensure seamless client service
  • Maintain high standards of compliance and uphold the firm's professional reputation
What We're Looking For
  • Level 4 Diploma qualified (DipPFS or equivalent)
  • Proven experience as a Financial Adviser within an IFA or wealth management environment
  • Strong relationship-building skills and a genuine passion for delivering top-tier client service
  • A motivated, proactive approach with the desire to contribute to a growing and ambitious firm
What's on Offer
  • Competitive salary
  • Attractive commission/bonus structure
  • Full admin & paraplanning support
  • Provided client bank
  • Supportive, growth-focused environment
  • Opportunities for progression and further qualifications
  • Hybrid working options available (where applicable)
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