Independent Financial Adviser, Employed Role
Location:
Herefordshire + surrounding areas
Salary & Benefits:
* £40,000 salary + quarterly bonus + full support + clear career path
* 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:
Typically within 2 years, with opportunities for salary uplift, bonus increase, and expanded responsibilities.
Requirements:
* Level 4 Diploma
* CAS (current or previous)
* Strong pensions and investment knowledge
About the Role:
Help a well-established client bank in Herefordshire, with phased handover from retiring advisers, offering flexibility to manage your own diary and work location. This is a high-quality client takeover with strong support and clear career progression.
Message directly to start a confidential conversation. This opportunity offers a low-risk, supportive environment with attractive income potential.
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