IFA – £40m Client Book Provided-Barnstaple - to £75,000 + Bonus + Hybrid/Flexible Working

Independent Financial Adviser – £40m Client Book Provided

Salary to £75,000 + Bonus + Hybrid/Flexible Working

Location: Barnstaple

An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development.

Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning.

This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition.

Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best — looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this.

You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development.

What's on Offer

• Salary to £75,000 depending on experience


• Excellent bonus structure


• Existing client bank of approximately £40m AUM inherited from a retiring adviser


• Full administrative and paraplanning support


• Full study support towards Chartered status, plus study days for each exam


• Flexible and hybrid working environment


• Genuine autonomy and adviser trust culture


• Excellent Training & Competence support


• AI support in place to reduce administration and increase efficiency

Benefits

• 26 days holiday plus bank holidays


• Private Medical Insurance


• Private GP service


• Health Cash Plan


• Income Protection


• Life Assurance (4x salary)


• Employee Assistance Programme


• Pension (6% employer / 3% employee contribution)


• Full study support towards Chartered


• Excellent company culture and regular social events

Who They're Looking For

• Level 4 Diploma qualified


• Experience as an Independent Financial Adviser


• Individuals seeking a long-term opportunity within a supportive and growing independent firm

This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term.

If you are an Independent Financial Adviser looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: .

This listing is from reed. View original listing ↗