Independent Financial Advisor

Are you a Diploma-qualified Financial Planner, IFA, or Wealth Manager seeking a new opportunity where your focus can truly be on long-term client care—not cold prospecting or sales pressure?

An established and fully independent financial advice practice in Walton-on-Thames is looking to expand its team by welcoming an experienced adviser to take on a portfolio of warm clients and continue the firm’s legacy of trusted, holistic financial planning.

• Hybrid working model – Split your time between home and a supportive, professional office environment.
• Existing, active client bank – Engage with clients who value the firm’s integrity and long-standing service model.
• Whole-of-market advice – Provide tailored solutions across pensions, investments, IHT, protection, and estate planning.
• No cold calling required – Focus on meaningful relationships and high-quality advice.
• Structured progression path – Ongoing development support towards Chartered status and, for the right individual, future equity/partnership options.

• Basic salary of £50,000 to £65,000, with realistic OTE of £75,000–£100,000+
• Discretionary bonuses linked to client service and retention
• A steady stream of new and ongoing referrals
• Career growth within a firm that values adviser independence and professional integrity

• Level 4 Diploma in Financial Planning as a minimum
• At least 3+ years’ experience providing regulated financial advice in a private client setting
• A passion for building trust and delivering comprehensive, ethical advice
• Based within reach of Walton-on-Thames (hybrid but not fully remote)
• Chartered status—or ambition to attain it—is highly regarded

Whether you’re an IFA looking to return to a more client-centric environment or a Financial Adviser ready for a stable and supportive platform, this is a rare opportunity to step into a respected local firm with a legacy of excellence.

Apply in confidence by sending your CV to Ryan Wootten at Financial Divisions: ryan@financialdivisions.co.uk