Employed IFA - Established Client Portfolio - Preston - Salary to £65k + generous bonus

  • MI Search Ltd
  • Preston, Lancashire
  • Oct 11, 2025
Full time Banking Finance

Job Description

This respected national IFA firm is currently seeking an experienced financial adviser to join its team in Preston (hybrid working).

In this role you will be provided with an established client portfolio to service and also local and administration and paraplanning support enabling you to focus your time with clients. In addition the generous bonus scheme pays on all new fee income generated.

You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but ideally working towards or hold Chartered status (CII or equivalent) and have a high quality and client focussed approach to financial planning.

This role is an employed position with a basic salary to £65,000 + bonus and benefits