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Independent Financial Adviser – Established Firm | Client Bank

Job in Bristol, Bristol County, BS1, England, UK
Listing for: Reed
Full Time, Contract position
Listed on 2026-09-10
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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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