At a Glance
- Tasks: Provide holistic financial planning advice across pensions, investments, and estate planning.
- Company: Join a growing Chartered Independent Financial Planning firm with a strong national presence.
- Benefits: Enjoy 26 days holiday, private medical insurance, and full study support towards Chartered status.
- Other info: Flexible hybrid working environment with genuine autonomy and no micromanagement.
- Why this job: Inherit an established client bank of approximately £40m AUM from day one.
- Qualifications: Must hold a Level 4 Diploma and have experience as an Independent Financial Adviser.
The predicted salary is between 75000 - 75000 £ per year.
An excellent opportunity has arisen for an Independent Financial Adviser to join a well‑established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development.
Our client is offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long‑term client relationships and delivering holistic financial planning advice whilst benefiting from a high‑quality support structure and full independent advice proposition.
Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best – looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this.
You will receive a dedicated Administrator as well as full paraplanning support, and there is a well‑established Training & Competence function to fully support you with ongoing development.
What's on Offer- Salary to £75,000 depending on experience
- Excellent bonus structure
- Existing client bank of approximately £40m AUM inherited from a retiring adviser
- Full administrative and paraplanning support
- Full study support towards Chartered status, plus study days for each exam
- Flexible and hybrid working environment
- Genuine autonomy and adviser trust culture
- Excellent Training & Competence support
- AI support in place to reduce administration and increase efficiency
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Private GP service
- Health Cash Plan
- Income Protection
- Life Assurance (4x salary)
- Employee Assistance Programme
- Pension (6% employer / 3% employee contribution)
- Full study support towards Chartered
- Excellent company culture and regular social events
- Level 4 Diploma qualified
- Experience as an Independent Financial Adviser
- Individuals seeking a long‑term opportunity within a supportive and growing independent firm
This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long‑term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long‑term.
If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high‑quality firm, please send your CV to Harry at Financial Divisions.
IFA - £40m Client Book Provided-St Austell - to £75,000 + Bonus + Hybrid / Flexible Working employer: Financial Divisions
This St Austell-based firm offers a supportive culture with dedicated administrative and paraplanning support. They invest heavily in adviser technology and training, ensuring advisers can focus on client relationships. Enjoy regular social events and a commitment to work/life balance.
