IFA / Independent Financial Adviser – 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.
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
Apply Now
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.