Existing Client Bank (Henley & Marlow Area)

£50,000–£60,000 + 30% Bonus | Remote / Field-Based

A growing, well-established IFA practice in the Henley / Marlow / Reading region is looking to appoint a Level 4 Diploma-qualified, CAS-status Independent Financial Adviser to take over and nurture an existing client bank.

This is a rare opportunity to join a supportive team, inherit warm, loyal clients from day one, and build a long-term advisory career with genuine succession prospects.

• £50,000–£60,000 base salary (flexible for the right person) + ~30% bonus
• Immediate client allocation:
• ~15 households transferred on day one
• ~60-client Reading book being acquired by year-end
• Senior adviser with 200+ households for longer-term succession
• Field-based / remote role – meet clients in person or via Teams, whichever suits, but you do need to be local to the Buckinghamshire, Berkshire, or Oxfordshire area.
• Work closely with a senior adviser providing hands-on guidance and mentoring
• Straightforward planning work: ISAs, pensions, bonds, retirement planning, IHT
• Clear runway to take over retiring advisers’ books as the firm continues to grow

• Medium-sized IFA practice with 8 advisers
• Fully remote admin/support structure
• No central office (small garden offices are available if preferred)
• Strong inflow of clients via adviser retirements and regulated takeovers
• Culture centred on simplicity, long-term client relationships, and high-quality ongoing servicing

• Managing and servicing an existing HNW client bank
• Conducting annual reviews and ensuring ongoing advice obligations are met
• Meeting clients across Henley, Marlow, Reading and surrounding areas
• Working under the guidance of a senior adviser while still operating autonomously
• Providing clear, simple, client-friendly financial advice

• Level 4 Diploma + CAS (essential)
• Someone early-career, ambitious, and hungry to grow with the business
• A relationship-builder, not a cold-hunter
• Comfortable working remotely and travelling to client meetings
• Professional, personable, and committed to long-term progression

• Warm clients, zero cold-hunting
• Clear succession plan and long-term security
• Strong mentoring and development from senior advisers
• Flexibility in working style
• Opportunity to step into a large legacy client bank over time

If you’re a Level 4/CAS adviser looking for a long-term home, the chance to inherit quality clients, and a supportive firm that invests in your growth, we’d love to hear from you.