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Independent Financial Adviser, £50,000-£75,000 + Bonuses (£70-90k+ OTE year one), Epsom, Surrey
Posted 4 days 17 hours ago by Financial Divisions
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, revenue producing client bank spread across the Southeast of the UK.
What's on offer:
- 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.
Package & Benefits:
- Base salary of £50,000-£75,000, 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
Ideal Candidate:
- 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.
Financial Divisions
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