Independent Financial Adviser, £50,000-£65,000 + Bonuses, Epsom - Office based (no hybrid working)

  • Financial Divisions
  • Epsom, Surrey
  • Mar 18, 2026
Full time Banking Finance

Job Description

IFA bases in Epsom - Office based (no hybrid working)

Independent Financial Adviser £50,000-£65,000 + Bonuses (£70-85k OTE year one)

Are you a Diploma-qualified Financial Planner, IFA or Wealth Manager looking to move away from sales pressure and into a role where you can focus on delivering long-term, high-quality advice?

An established, fully independent financial planning firm is seeking an experienced Independent Financial Adviser to join their growing team. This is a rare opportunity to take over an active, warm, revenue producing client bank spread across the UK.

What's on offer:

  • Established client bank - Inherit a high-quality portfolio of engaged clients throughout the UK
  • Whole-of-market advice - Deliver independent, holistic financial planning across pensions, investments, IHT and protection.
  • No sales targets or prospecting - Focus purely on meaningful client relationships and delivering trusted advice.
  • Clear career path - Progression opportunities including support towards Chartered status and long-term partnership prospects.

Package & Benefits:

  • Base salary of £50,000-£65,000, with a realistic first-year OTE of £75,000-£90,000+
  • Bonuses linked to quality of service and new business
  • Steady flow of ongoing referrals and internal introductions
  • Full paraplanning and admin support to allow you to focus on clients, not paperwork
  • Long-term career growth within a respected, values-led advisory firm

Ideal Candidate:

  • Level 4 Diploma in Regulated Financial Planning (or equivalent)
  • Minimum 3 years' experience delivering regulated advice in a private client setting
  • A client-centric, relationship-driven approach to financial planning
  • Ambition to attain Chartered status (or already Chartered)
  • Based near Epsom as the role will be predominantly office based

Whether you're a Financial Adviser looking to re-centre your career around clients or an IFA seeking a new home with genuine growth potential, this is a fantastic opportunity to step into a firm that values ethics, independence, and long-term relationships.

Apply with your CV to Ryan Wootten at Financial Divisions.