Overview
Independent Financial Adviser, Employed Role. Herefordshire + surrounding areas. £40,000 salary OTE £92k, + car allowance + quarterly bonus + full support + clear career path.
What you’ll do
We’ve partnered with Truly Independent to help them appoint an employed Financial Adviser to take over a warm, well-maintained client bank in the Herefordshire region.
This opportunity comes with:
* Phased handover from two retiring advisers
* £200k+ recurring income across ~300 households
* Strong admin, paraplanning and compliance support
* Flexibility to manage your own diary and work location
* A clear pathway to Senior Adviser status with enhanced salary, bonus and benefits
Compensation & Benefits
* 15% bonus on all production (initial + recurring), paid quarterly
* Year 2: £25–£27k+ once full client bank is inherited OTE £67k
* Year 3: £40k+ once you become a Senior Adviser OTE £92k+
* £300/month car allowance from day one
* Tech provided: Laptop, mobile, printer, home setup
* Pension: 5% employer contribution
* Death in Service: 3x salary or £100k
* 33 days holiday + paid Christmas shutdown
Progression
Advisers typically progress within 2 years, unlocking:
* +£12,000 salary uplift
* Bonus increase to 20%
* Enhanced car allowance & pension
* Expanded responsibilities and internal opportunities
What you’ll need
* Level 4 Diploma
* CAS (current or previous)
* Strong pensions and investment knowledge
Message me directly to start a confidential conversation. This is a high-quality, low-risk client takeover with the right culture, income and support in place.
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Consulting, Customer Service, and Strategy/Planning
Industries
* Investment Management
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