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Permanent

Independent Financial Adviser, Epsom / Sutton, Surrey, £65,000 Basic Salary + Bonus (OTE £

Financial Divisions
Epsom
money-bag £60000 Annual
Posted: 24 June 2026 (Yesterday)
Closing date: 24 July 2026
Ref: 3127754709

Inherited Client Bank No Prospecting Requirements Full Administrative SupportAn exceptional opportunity has arisen for an experienced Independent Financial Adviser to join a well-established and highly respected independent financial planning firm based in Surrey.This business has built its reputation on providing holistic, client-focused financial planning advice and has developed a loyal client base through long-term relationships, excellent service standards and a commitment to delivering genuinely independent advice.Due to continued growth and succession planning, they are seeking a Diploma-qualified Financial Adviser to take over an active and revenue-generating client bank. This role is ideally suited to an adviser who enjoys building lasting client relationships and delivering high-quality financial planning without the pressure of aggressive sales targets or constant prospecting.The OpportunityYou will inherit an established portfolio of engaged clients located across the South East and wider UK, allowing you to focus on delivering advice, strengthening relationships and identifying planning opportunities rather than generating business from scratch.You will provide holistic, whole-of-market advice across:• Pensions and retirement planning • Investment and wealth management strategies • Inheritance Tax and estate planning • Protection planning • Tax-efficient financial planning • Ongoing client reviews and relationship managementSupported by an experienced ..... full job details .....

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