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Permanent

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

MI Search Ltd
Penrith
money-bag £50000 Annual
Posted: 17 August 2026 (Today)
Closing date: 16 September 2026
Ref: 3157867977

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 - PenrithA 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.RequirementsProven experience as a Financial AdviserMinimum 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 skillsA professional, client-focused approach to holistic financial planningPackageEmployed positionBasic salary up to £60,000Excellent bonus schemePensionComprehensive benefits packageEstablished client portfolio with recurring income of circa £300,000This 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. ..... full job details .....

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