Independent Financial Adviser (IFA) – Client Bank Provided | Boutique Community Firm | £70,000–£100,000 + Uncapped Earnings

Penn - Buckinghamshire

From time to time, a role emerges that feels less like a vacancy and more like a return to how financial advice ought to be — relationship-led, community-focused, and conducted at a more civilised pace.

This opportunity sits within a boutique financial planning firm based in an idyllic Buckinghamshire village — a business that has become a genuine community hub. Every client lives within a 10-mile radius, meetings are held properly face-to-face in the office, and the environment blends professionalism with a warm, familiar atmosphere (dogs included — both clients’ and colleagues’ are welcome visitors).

The firm has built its reputation on long-standing relationships, holistic advice, and a truly consultative approach. They are seeking a personable, engaging adviser — a true people person — who enjoys becoming a trusted figure within a loyal client community.

The Role – At a Glance

You will inherit a long-established client bank generating circa £400,000 in recurring revenue, made up of loyal local clients who value continuity, trust, and thoughtful financial planning. This is not a cold-selling role — the focus is on relationship management, holistic advice, and long-term client outcomes.

Key Highlights

• Inherited client bank (150–200 households, £35m–£55m AUM)

• Circa £400k recurring revenue provided

• All clients based locally (within ~10 miles)

• Office-based, face-to-face advice culture

• Dogs welcome in the office environment

• £70,000–£100,000 basic salary

• 25% commission on both recurring & new business after validation

• Uncapped earning potential

• Full paraplanning & administrative support

• Pension & Death in Service benefits

• Stable, highly respected firm with exceptional client retention

This is an ideal opportunity for an adviser who values meaningful client relationships over sales targets and is looking to build a long-term career within a respected, community-driven firm.

To apply or discuss this opportunity in confidence, please contact Ryan at Financial Divisions.