IFA

Marlow Source: WhatJobs

£50,000–£60,000

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