INDEPENDENT FINANCIAL ADVISER Sutton / Surrey | £65,000 Basic + 25% New Business Bonus | £95,000 OTE

INDEPENDENT FINANCIAL ADVISER

Sutton / Surrey | £65,000 Basic + 25% New Business Bonus | £95,000 OTE

CLIENTS PROVIDED. £65K BASIC. £95K EARNING POTENTIAL.

What if your next Financial Adviser role came with an established client bank, a £65,000 basic salary and a bonus worth 25% of all new business you write?

An established, fully independent financial planning firm is looking for an experienced Independent Financial Adviser to join its growing team in the Epsom / Sutton area.

This is an opportunity to step into an existing client bank, develop established relationships and deliver genuinely independent financial planning — with a strong basic salary and a rewarding bonus structure.

You won't be starting from scratch, spending your days chasing leads or having to build a client base before you can make an impact. The clients are there. The infrastructure is in place. The opportunity is to deliver excellent advice, grow relationships and generate new business.

WHAT MAKES THIS ROLE DIFFERENT?

An established client bank from day one Take responsibility for an existing portfolio of engaged clients, with opportunities to build long-term relationships and identify their evolving financial planning needs.

£65,000 basic salary + 25% of all new business written A strong guaranteed salary, with a bonus linked directly to the new business you generate. With an advertised OTE of approximately £95,000 per annum , there is a clear financial incentive to grow your business without relying on commission alone.

Independent advice, without the product-led approach Deliver whole-of-market, holistic financial planning across pensions, investments, retirement planning, inheritance tax and protection. The emphasis is on understanding clients, providing sound advice and building relationships that last.

Support that lets you focus on advising Benefit from dedicated paraplanning and administration support, allowing you to spend more time with clients and less time dealing with paperwork.

A long-term career, not just another job Join a respected, values-led business with opportunities for professional development, support towards Chartered status and potential longer-term progression.

YOUR ROLE

You'll be responsible for managing and developing client relationships, delivering suitable financial advice and identifying opportunities to help clients achieve their financial objectives.

Your responsibilities will include:

• Managing an established portfolio of private clients.
• Conducting client reviews and developing long-term financial plans.
• Advising across pensions, investments, retirement planning, inheritance tax and protection, in line with your competence and permissions.
• Identifying new planning opportunities within your client bank and generating new business.
• Working closely with paraplanners and administrators to deliver a high standard of client service.
• Maintaining accurate records and ensuring advice meets regulatory and compliance requirements.

WHO ARE WE LOOKING FOR?

You'll be an experienced Financial Adviser, IFA or Financial Planner who enjoys working with private clients and takes pride in delivering thoughtful, high-quality advice.

You'll need:

• A Level 4 Diploma in Regulated Financial Planning, or equivalent.
• At least three years' experience providing regulated financial advice in a private-client environment.
• A relationship-led approach and the ability to build trust with clients.
• Strong technical knowledge across pensions, investments and wider financial planning.
• An interest in developing your expertise, with support available towards Chartered status if required.
• The ability to work predominantly from the firm's office in the Epsom area.

THE PACKAGE

• £65,000 basic salary
• 25% bonus on all new business written
• £95,000 annual OTE
• Established client bank provided
• Paraplanning and administration support
• Whole-of-market, independent financial planning
• Professional development and potential progression opportunities

INTERESTED?

If you're an established Financial Adviser looking for a role that combines a strong basic salary, an existing client bank and meaningful financial rewards for the business you generate, this is well worth exploring.

For a confidential discussion, or to apply with your CV, contact:

Ryan Wootten | Partner | Financial Divisions