Independent Financial Advisor

Independent Financial Adviser | £50,000–£65,000 + Bonuses (£70-85k OTE year one)

Are you a Diploma-qualified Financial Planner, IFA or Wealth Manager looking to move away from sales pressure and into a role where you can focus on delivering long-term, high-quality advice?

An established, fully independent financial planning firm is seeking an experienced Independent Financial Adviser to join their growing team. This is a rare opportunity to take over an active, warm client bank spread across the UK.

• Established client bank – Inherit a high-quality portfolio of engaged clients throughout the UK
• Whole-of-market advice – Deliver independent, holistic financial planning across pensions, investments, IHT and protection.
• No sales targets or prospecting – Focus purely on meaningful client relationships and delivering trusted advice.
• Clear career path – Progression opportunities including support towards Chartered status and long-term partnership prospects.
• Base salary of £50,000–£65,000
  , with a realistic first-year OTE of £75,000–£90,000+
• Bonuses linked to quality of service and new business
• Steady flow of ongoing referrals and internal introductions
• Full paraplanning and admin support to allow you to focus on clients, not paperwork
• Long-term career growth within a respected, values-led advisory firm

• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Minimum 3 years' experience delivering regulated advice in a private client setting
• A client-centric, relationship-driven approach to financial planning
• Ambition to attain Chartered status (or already Chartered)
• Based near Epsom as the role will be predominantly office based

Whether you're a Financial Adviser looking to re-centre your career around clients or an IFA seeking a new home with genuine growth potential, this is a fantastic opportunity to step into a firm that values ethics, independence, and long-term relationships.

Apply with your CV to Ryan Wootten at Financial Divisions: