Financial Planner

Financial Adviser Job - Independent Wealth Management Firm

Salary: Up to £75,000 + Bonus £40m AUM Client Bank Hybrid Working

An award-winning, independent wealth management firm is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join its growing advisory team.

This is a rare opportunity for a qualified Financial Adviser to inherit and develop an existing client bank of circa £40 million AUM, alongside receiving proactive referrals and high-quality online leads. It is ideally suited to an ambitious Adviser looking for stability, autonomy and genuine long-term earning potential.

This established and highly regarded independent wealth management firm delivers holistic, client-first financial planning. The business operates a collaborative, partnership-led culture where Advisers are supported - not micromanaged - and are empowered to deliver independent advice without in-house product bias.

The firm has built its reputation on:

• Independent financial advice and whole-of-market solutions
• Long-term client relationships and recurring income models
• Strong internal collaboration between Financial Advisers, Paraplanners and Client Support teams
• Investment in technology to streamline administration and maximise client-facing time
• A supportive, growth-focused culture that values professional development
• Advisers benefit from a modern infrastructure, strong compliance support and a steady flow of quality enquiries.

This Financial Adviser job offers:

• Management of an existing client portfolio ( £40m Assets Under Management)
• Ongoing servicing, annual reviews and financial planning strategy development
• Opportunities to generate additional business via referrals and digital leads
• Support from an experienced paraplanning and administration team
• The ability to build and grow recurring revenue
• The role would suit a Diploma-qualified Financial Adviser / IFA with experience in pensions, investments, retirement planning, inheritance tax planning and holistic wealth management.

Candidate Requirements

• Level 4 Diploma qualified (DipFA / DipPFS or equivalent)
• CAS status
• Proven experience as a Financial Adviser / Independent Financial Adviser / Wealth Manager
• Strong client relationship and business development skills
• Experience managing AUM and delivering holistic financial planning