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Permanent

Independent Financial Adviser (IFA)

Marlow
money-bag 50000.00-50000.00 Annual
Posted Today

IFA / Independent Financial Adviser - Existing Client Bank (Henley and Marlow Area)£50,000-£60,000 + 30% Bonus Remote / Field-BasedA growing, well-established IFA practice in the Henley / Marlow / Reading region is looking to appoint a Level 4 Diploma-qualified, CAS-status Independent Financial Adviser to take over and nurture an existing client bank.This is a rare opportunity to join a supportive team, inherit warm, loyal clients from day one, and build a long-term advisory career with genuine succession prospects.The Opportunity£50,000-£60,000 base salary (flexible for the right person) + 30% bonusImmediate client allocation: 15 households transferred on day one 60-client Reading book being acquired by year-endSenior adviser with 200+ households for longer-term successionField-based / remote role - meet clients in person or via Teams, whichever suits, but you do need to be local to the Buckinghamshire, Berkshire, or Oxfordshire area. Work closely with a senior adviser providing hands-on guidance and mentoringStraightforward planning work: ISAs, pensions, bonds, retirement planning, IHTClear runway to take over retiring advisers'' books as the firm continues to growAbout the FirmMedium-sized IFA practice with 8 advisersFully remote admin/support structureNo central office (small garden offices are available if preferred)Strong inflow of clients via adviser retirements and regulated takeoversCulture centred on simplicity, long-term client relationships, and high-quality ..... full job details .....

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