At a Glance
- Tasks: Manage and nurture an existing high-net-worth client bank with ongoing support.
- Company: A growing IFA practice focused on long-term client relationships and quality service.
- Benefits: Competitive salary, 30% bonus, remote work flexibility, and strong mentoring.
- Other info: Join a supportive team with excellent growth opportunities in a dynamic environment.
- Why this job: Inherit warm clients and enjoy a clear path for career progression.
- Qualifications: Level 4 Diploma and CAS status required; ambition and relationship-building skills essential.
The predicted salary is between 50000 - 60000 £ per year.
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.
The Opportunity
- £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
About the Firm
- 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
What You’ll Be Doing
- 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
What We’re Looking For
- 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
Why This Role?
- 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.
Independent Financial Adviser (IFA) in Marlow employer: Eden Rose
Join a thriving medium-sized IFA practice in the picturesque Henley and Marlow area, where you will inherit a loyal client bank and benefit from a culture that prioritises simplicity and long-term relationships. With strong mentoring from experienced advisers, flexible working arrangements, and clear pathways for career progression, this is an exceptional opportunity for ambitious financial professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Adviser (IFA) in Marlow
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local financial events, join relevant online forums, and don’t be shy about reaching out to potential mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
Create a personal brand that highlights your skills and knowledge in financial advising. Share insights on social media or write articles that demonstrate your expertise. This not only builds credibility but also attracts clients who are looking for someone like you.
✨Leverage Existing Client Relationships
If you already have connections with clients, make sure to nurture those relationships. Ask for referrals and testimonials; happy clients are often willing to spread the word about your services. Plus, it’s a great way to build trust with new clients.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you started on this exciting journey!
We think you need these skills to ace Independent Financial Adviser (IFA) in Marlow
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the IFA role. Highlight your Level 4 Diploma and CAS status prominently, and don’t forget to mention any relevant client management experience.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for financial advising and how you can nurture the existing client bank. Be personable and show us why you’re the perfect fit for our supportive team.
Showcase Your Relationship-Building Skills:Since this role is all about managing relationships, make sure to include examples of how you've successfully built and maintained client relationships in the past. We want to see your people skills in action!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around ISAs, pensions, and retirement planning. Being able to discuss these topics confidently will show that you're ready to take on the responsibilities of managing an existing client bank.
✨Showcase Your People Skills
Since this role is all about building relationships, be prepared to share examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate clearly and simply, as this is key to providing client-friendly financial advice.
✨Understand the Firm's Culture
Familiarise yourself with the firm's values and culture centred on simplicity and long-term client relationships. During the interview, express how your personal values align with theirs, and demonstrate your commitment to nurturing those relationships.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client management and the mentoring process. This not only shows your interest in the role but also helps you gauge if the firm is the right fit for your career aspirations.
