Independent Financial Adviser - Gerrards Cross/Hybrid - £50-55k basic with £80K+ OTE

ZipRecruiter; Gerrards Cross; On-site; GBP 50,000 - 55,000; Full time

Job summary

A boutique financial advisory firm seeks an experienced Independent Financial Adviser with a focus on HNW clients. This role offers flexible working options and extensive admin support, allowing you to prioritize client relationships. Join a respected firm established over 40 years, where people's needs come first and your professional growth is encouraged.

Benefits

Full admin & paraplanning support

Warm introducer network

Flexibility in work arrangements

Access to leading technology tools

Collaborative team culture

Qualifications

• 3+ years' experience in holistic IFA role, ideally with HNW client exposure.
• Knowledge in investments and pensions, especially pensions on divorce.
• Proactive, self-motivated; skilled in client communication.

Responsibilities

• Build trusted relationships with clients focusing on financial advice.
• Work collaboratively with professional introducers.
• Provide tailored financial planning advice and support.

Skills

Client communication

Interpersonal skills

Client care

Education

Level 4 Diploma qualified

Chartered status

Tools

Intelliflo

Dynamic Planner

Selecta Pension

Job description

Job Description

Independent Financial Adviser - HNW Focus

Package: Basic Salary plus bonuses and commissions - £50-55k basic with £80K+ OTE (with full paraplanning + admin support)

Type: Full-time | Flexible working options | Exclusive introducer network

Are you an experienced Independent Financial Adviser ready to take your career to the next level within a boutique, client-first advisory firm? We’re seeking a confident, knowledgeable, and client-focused IFA who thrives on building trusted relationships and has a solid understanding of pensions on divorce.

This role offers an exciting opportunity to work with a respected and long-established firm that’s anything but corporate — where your ideas are welcomed, your autonomy is respected, and your career ambitions are supported.

?? Who We’re Looking For:

• Level 4 Diploma qualified Financial Adviser (Chartered status a bonus)
• Minimum 3 years’ experience in a holistic IFA role, ideally with HNW exposure
• Demonstrable knowledge in investments, pensions, and pensions on divorce
• Naturally confident communicator with strong interpersonal skills
• A professional with an existing client following and/or the drive to build one
• Able to present to and collaborate with professional introducers (matrimonial lawyers, legal networks etc.)
• Proactive, self-motivated and values exceptional client care

?? Why This Role?

• Warm introducers waiting - we have trusted relationships with matrimonial lawyers ready for you to tap into
• Full admin & paraplanning support - so you can focus on advice and client relationships
• Flexibility - a role that fits your lifestyle without micromanagement
• Work with a team that values collaboration over competition
• Access to leading tech - Intelliflo, Dynamic Planner, Selecta Pension
• Inclusive and forward-thinking culture - your voice matters here

?? About the Firm

A respected, independent financial planning practice established over 40 years ago. We serve HNW individuals, families, and professionals across London, the Home Counties and beyond. Our ethos is simple: people over process. We believe in building real relationships, delivering tailored advice, and treating our clients like family - not numbers.

We are actively growing and this is a new role within our team, giving you the chance to help shape the future of the firm and make a real impact.

Interested in learning more?Apply confidentially today to explore this unique opportunity. All enquiries handled with absolute discretion.

Please send your CV and contact details to Ryan at Financial Divisions