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Employed IFA Basic salary to £60k, full client bank, generous bonus scheme

Job in Penrith, Cumbria County, CA11, England, UK
Listing for: MI Search Ltd
Full Time position
Listed on 2026-08-15
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 GBP Yearly GBP 60000.00 YEAR
Job Description & How to Apply Below
This is an attractive opportunity for an experienced Financial Adviser looking to inherit an established client bank and join a highly regarded national IFA firm. Financial Adviser - Penrith A respected national Independent Financial Advice firm is seeking an experienced Financial Adviser to join its Penrith office. The successful candidate will take over an established client portfolio generating approximately £300,000 of recurring income, providing an excellent platform for further development and growth.

You will be responsible for servicing an existing client base while benefiting from comprehensive administration and paraplanning support, enabling you to focus on delivering high-quality financial planning advice and strengthening client relationships. Requirements Proven experience as a Financial Adviser Minimum Level 4 Diploma qualified (CII or equivalent) Ideally working towards, or already holding, Chartered Financial Planner status (CII or equivalent) Strong client relationship and communication skills A professional, client-focused approach to holistic financial planning Package Employed position Basic salary up to £60,000 Excellent bonus scheme Pension Comprehensive benefits package Established client portfolio with recurring income of circa £300,000 This opportunity would suit a relationship-driven adviser who is passionate about delivering excellent client outcomes and wishes to join a well-established, supportive, and growing financial planning business.
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