Employed Financial Advisor

Independent Financial Adviser (IFA) – Leatherhead

£65,000 – £75,000 basic + Bonus | Full client bank provided | Hybrid working

Are you a driven Financial Adviser looking for high-quality clients and robust admin/paraplanning support? We’re working with a respected wealth management firm in Leatherhead that is seeking a talented IFA to join their team due to continued growth.

What’s On Offer

• Full client bank – Inheriting an active portfolio of loyal clients ready to engage
• Warm leads – Ongoing referrals from a strong introducer network
• Employed position with competitive salary and uncapped bonus scheme
• Full paraplanning and admin support to allow you to focus on advice
• Hybrid working – typically 2–3 days in the office, with flexibility
  
  

The Ideal Candidate

• Level 4 Diploma in Financial Planning (as a minimum)
• Proven experience as a Financial Adviser/IFA
• Strong client relationship skills and a commitment to ethical advice
• Comfortable handling both investments and pensions advice (and ideally protection)
  
  

Why this firm?

This is a firm that prides itself on its client-first approach, offering tailored financial planning without pressure selling. The culture is collaborative, with ongoing training and support for advisers looking to develop professionally.

Whether you’re feeling under-serviced where you are, or you’re just looking for a more stable and supportive environment, this could be the move for you.

Interested?

Apply today or reach out for a confidential conversation.