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Ifa

Caterham
Permanent
Heat Recruitment
Posted: 1 August
Offer description

Location

Caterham

Salary £30000 - £150000 TypePermanent WorkplaceOn-Site Ref88595

Job Title: Independent Financial Advisor
Location: Bromley (Stunning, high-spec office space)
Salary: Fully negotiable from £50k to £100k+, fully dependent on AUM client book and ability to cover costs.

Bonus/Commission Structure:

1. 2.5x fixed cost
2. 30% on first £50k revenue
3. 40% on revenue above £50k (including recurring income

Benefits:

4. Pension: 4% employer / 4% employee contribution paid on total earnings.
5. Full paraplanning and admin support
6. Hybrid working (23 days in office, ideally full-time initially)
7. Exam and CPD funding (including Chartered status)
8. Opportunity to earn a generous percentage of final walk-out FUM for retiring IFAs selling their books

About the Role

This is a rare opportunity for an experienced, self-sufficient IFA to take full ownership of their desk within a fully independent, non-networked firm. Whether youre bringing £1m or £10m+ in AUM, the business is open to discussing a package that reflects your revenue stream. The firm is not looking to scale rapidly for the sake of it theyre focused on quality over quantity and will welcome any advisor who fits the bill.

Youll be supported by a large, capable back-office team, allowing you to focus on client relationships and business growth. The firm is happy to offer a highly attractive bonus scheme to reward performance.

Minimum Requirements:

9. Level 4 Diploma in Financial Planning
10. Proven track record of generating revenue
11. Self-sufficient, experienced, and either laid-back or driven personality fit is key

Why Join?

12. Autonomy: Make the desk your own full resources provided to run your business your way
13. Support: Large support team handling paraplanning and admin
14. Progression: Internal promotion encouraged grow your role as you grow your book
15. Flexibility: Hybrid working model with flexibility around office presence

This is an excellent opportunity to join a respected, independent firm where client service, teamwork, and professional growth are front and centre. If youre ready to step into a role with real autonomy and long-term opportunity, wed love to hear from you.

16. Please apply using the link provided, or feel free to reach out to me via LinkedIn, phone, or email.

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