IFA: Inherit Loyal Client Bank (Remote/Field)

Marlow Source: WhatJobs
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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

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