About the Firm
An established, independent wealth management practice with over 30 years’ history, providing professional, down-to-earth financial advice to individuals, families and business owners. The culture is friendly, approachable and service-led – combining traditional professionalism with a modern, forward-thinking approach. The firm focuses on genuinely understanding clients’ goals, doing the homework using modern research tools, and recommending only suitable solutions rather than pushing products.
The Opportunity
This is a Financial Adviser role with a strong emphasis on ongoing client relationships rather than hard selling. You’ll inherit and develop an existing portfolio of loyal clients while also handling new enquiries generated through referrals and the firm’s reputation. The environment is collaborative and well-supported, with an experienced admin and paraplanning team behind you, allowing you to focus on high-quality advice and client outcomes. This would suit an Adviser who enjoys building long-term relationships, giving clear, jargon-free advice and being part of a stable, close-knit team.
Key Responsibilities
- Manage and develop a portfolio of private clients, providing holistic financial planning advice
- Advise across pensions, investments, retirement planning, protection and estate planning
- Conduct thorough fact-finds and produce clear, suitable recommendations aligned to client objectives
- Maintain regular review meetings and proactive client contact to ensure plans remain on track
- Work closely with internal admin and paraplanning support to ensure smooth client journeys
- Keep accurate, compliant records in line with FCA and internal standards
- Stay up to date with regulatory, tax and market developments impacting client advice
About You
- Level 4 Diploma qualified (DipPFS or equivalent) – Chartered or working towards Chartered is advantageous
- Proven experience as a Financial Adviser/Wealth Manager in an IFA or independent wealth environment
- Confident providing holistic advice to a broad range of private clients
- Strong relationship builder with a client-first, ethical approach to advice
- Comfortable working with existing clients and warm referrals rather than a heavy sales culture
- Able to commute to Epsom, Surrey, with the ability to work from home part of the week
What’s On Offer
- Basic salary £55,000–£60,000 depending on experience
- Bonus linked to ongoing client revenue and growth
- Established client relationships plus a steady flow of new and referred enquiries
- Hybrid working pattern (office in Epsom with flexibility to work from home)
- Strong admin and paraplanning support so you can focus on advice and relationships
- Stable, friendly, independent firm with a professional yet relaxed culture
- Long-term progression, including scope to grow your client bank and responsibilities over time
Keywords
#FinancialAdviser #IndependentFinancialAdviser #WealthManagement #FinancialPlanning #Pensions #Investments #RetirementPlanning #Protection #EstatePlanning #Epsom #IFA
To apply, please send your CV to ryan@financialdivisions.co.uk.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance
Industries
Financial Services, Investment Advice, and Investment Management
