IFA

Eden Rose; Marlow; Hybride; GBP 50 000 - 60 000; Plein temps

Avantages offerts par ce poste

Fully remote admin support

Garden offices available

Résumé du poste

Eden Rose is seeking an Independent Financial Adviser to take over and nurture an existing client bank in the Henley/Marlow area. The role requires Level 4 Diploma + CAS and involves field-based, remote work with local client meetings.

Base salary £50,000–£60,000 plus an approximate 30% bonus, and immediate client allocation to start. You will work with a senior adviser, handling ISAs, pensions, bonds, retirement planning and IHT while gradually assuming a larger, long-term succession plan as

Qualifications

• Level 4 Diploma + CAS required.
• Experience in managing an HNW client bank.
• Willingness to travel to client meetings.

Responsabilités

• Manage and service an existing HNW client bank.
• Conduct annual reviews and ensure ongoing advice obligations.
• Meet clients across Henley, Marlow, Reading and surrounding areas.
• Provide clear, simple client-friendly financial advice.
• Work with senior adviser for mentoring.

Connaissances

Relationship building

Client management

Financial advisory

Formation

Level 4 Diploma + CAS

Description du poste

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 IndependentFinancial 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–£60,000base 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