Location
Botley
Salary £45000 - £65000 TypePermanent WorkplaceRemote Ref89089
IFA / Financial Adviser (Employed)
Remote with Monthly/Quarterly Office Meetings.
Office location: Oxford, Oxfordshire
Salary: Up to £65,000 + Commission (OTE of £100k+) | AUM-Driven |
Start: Flexible / Immediate / Happy to wait until next year
Are you an experienced Financial Adviser with a strong client bank and a desire to work remotely while still being part of a forward-thinking, growth-focused firm? This is a unique opportunity to join a dynamic and expanding wealth management business with national offices in Oxford and London to bring in high-quality advisers with transferable AUM.
The Role:
Were seeking a Level 4 qualified Financial Adviser (ideally working toward Chartered) with a transferrable AUM of £10M£20M. Youll be employed and supported by a robust infrastructure, with the flexibility to work remotely and attend monthly or quarterly face-to-face meetings. The firm is growing rapidly through acquisitions and is looking to build out its adviser team for the next financial year.
Key Responsibilities:
1. Manage and grow your own client bank
2. Deliver holistic financial planning advice across pensions, investments, and protection
3. Attend regular in-person meetings for collaboration and client engagement
4. Work closely with a supportive back-office and corporate advice team
5. Contribute to the firms long-term growth strategy
What Youll Need:
6. Level 4 Diploma in Financial Planning (Level 6/Chartered preferred)
7. Minimum £10M£20M in transferrable AUM
8. Proven track record in an IFA environment
9. Strong client relationship and business development skills
10. Comfortable working remotely with occasional travel to Oxford or London
Remuneration & Benefits:
11. Base salary: £45,000 £65,000 (based on AUM and experience)
12. Commission structure: (Model 1 with 3x validation)
13. 35% on new business written
14. 25% on self-generated business
15. 15% on gifted business (firm-provided clients)
16. No validation required on Model 2 (new business model, with 35% on all business)
17. Car allowance (£4,500)
18. Full employed benefits package
19. Full induction and support provided
20. Strong lead generation and client handover support
21. Career progression and CPD support
Why Join?
This firm is actively expanding through strategic acquisitions and is building a team of high-quality advisers who want to grow their business with the backing of a well-resourced, independent firm. With a flexible working model and a strong support structure, this is an ideal opportunity for advisers looking to take control of their future.