Job Description
Independent Financial Adviser, Employed Role.
📍 Herefordshire + surrounding areas
💼 £40,000 salary OTE £92k, + car allowance +quarterly bonus + full support + clear career path
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:
✅ A 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
💰 Earnings & Package
1. £40,000 base salary
2. 15% bonus on all production (initial + recurring), paid quarterly
3. – Year 1: ~£15k bonus expected OTE £55k
4. – Year 2: ~£25–27k+ once full client bank is inherited OTE £67k
5. – Year 3: ~£40k+ once you become a Senior Adviser OTE £92k+
6. £300/month car allowance from day one
7. Mileage...