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Independent financial advisor

Walton-on-Thames
Freelance
Financial Divisions
Independent financial advisor
Posted: 13h ago
Offer description

Independent Financial Adviser | £50,000–£65,000 Bonuses (Realistic OTE of £100k by the end of year 1) | Hybrid | Walton-on-Thames Are you a Diploma-qualified Financial Planner, IFA, or Wealth Manager seeking a new opportunity where your focus can truly be on long-term client care—not cold prospecting or sales pressure? An established and fully independent financial advice practice in Walton-on-Thames is looking to expand its team by welcoming an experienced adviser to take on a portfolio of warm clients and continue the firm’s legacy of trusted, holistic financial planning. The Opportunity: Hybrid working model – Split your time between home and a supportive, professional office environment. Existing, active client bank – Engage with clients who value the firm’s integrity and long-standing service model. Whole-of-market advice – Provide tailored solutions across pensions, investments, IHT, protection, and estate planning. No cold calling required – Focus on meaningful relationships and high-quality advice. Structured progression path – Ongoing development support towards Chartered status and, for the right individual, future equity/partnership options. Key Benefits: Basic salary of £50,000 to £65,000, with realistic OTE of £75,000–£100,000 Discretionary bonuses linked to client service and retention A steady stream of new and ongoing referrals Career growth within a firm that values adviser independence and professional integrity ✅ Candidate Essentials: Level 4 Diploma in Financial Planning as a minimum At least 3 years’ experience providing regulated financial advice in a private client setting A passion for building trust and delivering comprehensive, ethical advice Based within reach of Walton-on-Thames (hybrid but not fully remote) Chartered status—or ambition to attain it—is highly regarded Whether you're an IFA looking to return to a more client-centric environment or a Financial Adviser ready for a stable and supportive platform, this is a rare opportunity to step into a respected local firm with a legacy of excellence. Apply in confidence by sending your CV to Ryan Wootten at Financial Divisions : ryan@financialdivisions.co.uk

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