Empowering Futures Through Expert Advice – Independent Financial Adviser (IFA)

Inherit a loyal client portfolio. Deliver holistic advice. Drive meaningful growth.

An outstanding opportunity has arisen for an experienced Independent Financial Adviser to take over a well-established client portfolio from a retiring adviser. This role is ideal for someone who combines technical expertise with a genuine commitment to client care and is motivated to grow a book of business organically through high-quality, goal-based financial planning.

Salary up to £80,000 + Bonus Quarterly

The Opportunity

The successful candidate will inherit a warm and engaged client bank, with the expectation to maintain strong relationships, deliver exceptional ongoing advice, and identify new opportunities through referrals and upscaling. The role sits within a collaborative and supportive team structure, with paraplanning and operations support to ensure efficiency and compliance at every stage of the advice process.

Key Highlights

• Established portfolio – Step into a warm client base from a retiring adviser, with strong foundations for long-term relationships.
• Client-first ethos – Provide tailored, holistic advice aligned with clients’ goals, life stages, and financial ambitions.
• Team collaboration – Work closely with Technical Paraplanners, CRMs, and Operations to deliver high-quality, compliant outcomes.
• Organic growth focus – Grow the client base through referrals, reviews, and deepening existing relationships.

Salary & Benefits

• Competitive salary plus performance-based bonus/commission
• Comprehensive benefits package including pension scheme, holiday allowance, and CPD support
• Hybrid working available
• Structured career development within a values-led, supportive culture

Responsibilities

• Deliver compliant, holistic financial advice across pensions, investments, protection, and retirement planning
• Conduct regular reviews and maintain strong, proactive client relationships
• Ensure advice and documentation meet FCA standards and internal compliance requirements
• Identify and act on opportunities to grow the portfolio through service enhancement and referrals

Candidate Profile

• Level 4 Financial Advice Qualification (e.g., Diploma in Regulated Financial Planning) – essential
• Experience providing regulated financial advice
• Deep understanding of pensions, investments, protection, and personal taxation
• Proven ability to build trust, retain clients, and deliver consistent outcomes
• Motivated, personable, and passionate about helping clients achieve financial wellbeing

Workplace Culture & Values

The firm is underpinned by values of vision, courage, passion, community, and fun. Advisers are empowered to make a real impact—delivering clarity, confidence, and financial security through long-term client partnerships. Teamwork, integrity, and continuous learning are at the heart of the culture.

Apply Now

This is a rare chance to inherit a high-quality client book while building your own legacy. If you're a driven adviser ready to grow within a client-first, high-integrity environment, apply today.