Step Into Your Next Big Opportunity – Independent Financial Adviser (IFA)
Inherit a ready-made client portfolio. Build lasting relationships. Grow your career in holistic financial planning.
This is a fantastic opportunity for a developing Independent Financial Adviser who has not long achieved Cass to take the next step. A retiring adviser is handing over a loyal, well-cared-for client bank—providing the perfect platform for a junior IFA to thrive. With full support, clear processes, and access to paraplanning and operations teams, the role offers a strong foundation for long-term success.
Salary: £40,000 – £60,000 base salary (depending on experience)
Ideal for a qualified adviser looking to progress within a values-led firm, this role blends relationship management with technical advice delivery. The successful candidate will inherit existing clients and focus on growing the portfolio organically by delivering proactive, personalised financial planning across pensions, investments, protection, and retirement.
Why This Role Stands Out
Ready-to-go client bank – Step into a warm portfolio with recurring income and immediate engagement
Mentored progression – Work within a collaborative structure designed to support junior advisers
Growth potential – Build your own client base through referrals, upscaling, and delivering outstanding service
Holistic advice model – Deliver goal-based financial plans with the support of technical and operational teams
Key Responsibilities
Provide regulated advice across pensions, ISAs, GIAs, protection, and retirement planning
Maintain and deepen relationships with inherited clients through regular reviews
Identify financial planning opportunities and ensure compliance with FCA standards
Work closely with paraplanners, CRMs, and operational staff to streamline advice delivery
Contribute to portfolio growth through client referrals and upscaling strategies
About You
Level 4 Diploma in Regulated Financial Planning (or equivalent) – essential
Around 2–5 years’ experience in a client-facing advice role
Confident communicator with a people-first mindset
Keen to develop and grow a successful advice career with guidance and support
Strong understanding of personal financial products and planning strategies
#J-18808-Ljbffr