IFA

Independent Financial Adviser- Bristol

Basic: £60,000 Year 1 OTE: £100,000+ Year 2: £200,000+

Join a progressive wealth management firm offering a warm client bank, transparent earnings structure, and full adviser support.

What's on offer:

• 150 active clients provided (c.£30M-£40M AUM)
• Validation set at 3x salary, fully covered by assigned AUM
• 50% bonus on new business written above validation
• Bonus uplifts for fee increases (typically c.£10K+)
• Product mix: 60% pensions, 30% investments, 10% protection & estate planning
• Average client size £200K, all within a 50-mile radius
• Flexible servicing - face-to-face or Zoom
• Dedicated paraplanning and admin support

Growth opportunity:

• Uplift from 0.5% to 0.75% ongoing fee
• Weekly legacy client opportunities (2+ cases)
• Strong provider relationships (Aviva, Fidelity, Rathbones, etc.)
• Backing for adviser-led marketing and client initiatives

Benefits:

• 5% matched private pension
• Private medical cover incl. dental
• Death in Service cover
• Ongoing CPD and professional development support
• Remote working

This is a rare chance to take on a high-quality client bank and build your future in a firm that truly supports and rewards its advisers.

Please could you forward a copy of your CV at your earliest convenience so we can move ahead with immediate shortlisting.