Experienced Independent Financial Adviser (IFA), Near Watford, Up to £60,000 + Bonus Structure

Experienced Independent Financial Adviser (IFA)

Offices Near Watford | Hybrid Working Available

Salary Up to £60,000 + Bonus Structure

Join a Growing Independent Financial Advice Firm

A well-established and growing Independent Financial Adviser firm with offices near Watford is seeking an experienced Financial Adviser to join their collaborative and client-focused team.

This is an excellent opportunity for an Adviser who is looking to inherit and develop an existing client base while becoming part of a supportive and professional environment that values long-term client relationships and quality advice.

The firm has recently taken on a substantial client book consisting of approximately 200 clients and £40 million AUM, creating an immediate opportunity for an experienced Adviser who can confidently manage relationships and deliver high-quality financial planning advice from day one.

The Opportunity

• Inherit an existing client portfolio of approximately 200 clients


• Approximately £40 million Assets Under Management


• Work alongside an experienced and supportive team


• Hybrid working available following probation


• Strong administrative and paraplanning support


• Genuine long-term opportunity within an established IFA practice

The Role

You will be responsible for managing and developing existing client relationships while providing holistic financial planning advice across pensions, investments, retirement planning, and protection.

Responsibilities include:

• Managing an inherited portfolio of clients and ongoing servicing requirements


• Conducting client reviews and delivering tailored financial planning advice


• Building and maintaining strong long-term client relationships


• Identifying opportunities for additional business and referrals


• Working closely with administration and paraplanning support teams


• Ensuring all advice meets FCA and internal compliance standards


• Maintaining accurate client records and documentation

What They’re Looking For

• Proven experience as an Independent Financial Adviser


• Ability to confidently manage existing client relationships


• Strong technical knowledge across pensions, investments, and protection


• CAS status preferred


• Level 4 Diploma qualified (essential)


• Strong communication and relationship-building skills


• Someone who can “hit the ground running” within an established advice environment

Team & Environment

You will be joining a friendly and collaborative business consisting of Advisers, Paraplanners and Administrators

The firm offers a professional but supportive culture with a strong focus on delivering quality advice and maintaining excellent client outcomes.

Systems

• Intelligent Office implementation being explored

Package

• Salary up to £60,000


• Bonus / Validation structure


• Hybrid working after probation


• Long-term career stability and support

If you are an experienced Financial Adviser looking for a role where you can inherit clients, work within a supportive environment, and make a genuine impact, please contact Sam at Financial Divisions for a confidential discussion.

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