Job Description
IFA bases in Epsom – Office based (no hybrid working)
Independent Financial Adviser | £50,000–£65,000 + Bonuses (£70-85k OTE year one)
Are you a Diploma-qualified Financial Planner, IFA or Wealth Manager looking to move away from sales pressure and into a role where you can focus on delivering long-term, high-quality advice?
An established, fully independent financial planning firm is seeking an experienced Independent Financial Adviser to join their growing team. This is a rare opportunity to take over an active, warm, revenue producing client bank spread across the UK.
What’s on offer:
* Established client bank – Inherit a high-quality portfolio of engaged clients throughout the UK
* Whole-of-market advice – Deliver independent, holistic financial planning across pensions, investments, IHT and protection.
* No sales targets or prospecting – Focus purely on meaningful client relationships and delivering trusted advice.
* Clear career path – Progression opportunities including support towards Chartered status and long-term partnership prospects.
Package & Benefits:
* Base salary of £50,000–£65,000, with a realistic first-year OTE of £75,000–£90,000+
* Bonuses linked to quality of service and new business
* Steady flow of ongoing referrals and internal introductions
* Full paraplanning and admin support to allow you to focus on clients, not paperwork
* Long-term career growth within a respected, values-led advisory firm
Ideal Candidate:
* Level 4 Diploma in Regulated Financial Planning (or equivalent)
* Minimum 3 years' experience delivering regulated advice in a private client setting
* A client-centric, relationship-driven approach to financial planning
* Ambition to attain Chartered status (or already Chartered)
* Based near Epsom as the role will be predominantly office based
Whether you're a Financial Adviser looking to re-centre your career around clients or an IFA seeking a new home with genuine growth potential, this is a fantastic opportunity to step into a firm that values ethics, independence, and long-term relationships.
Apply with your CV to Ryan Wootten at Financial Divisions.