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Independent Financial Adviser - Gerrards Cross/Hybrid - £50-55k basic with £80K+ OTE

Financial Divisions
Posted a day ago, valid for a day
Location

Gerrards Cross, Buckinghamshire SL9 8QW

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Independent Financial Adviser position focuses on high-net-worth clients and offers a basic salary of £50-55k with an OTE of £80K+ including bonuses and commissions.
  • Candidates must have a Level 4 Diploma and a minimum of 3 years of experience in a holistic IFA role, ideally with exposure to high-net-worth clients.
  • The role involves building trusted relationships and requires strong knowledge in investments, pensions, and pensions on divorce.
  • The firm provides full admin and paraplanning support, allowing advisers to concentrate on client relationships without micromanagement.
  • This opportunity is with a respected, 40-year-old independent practice that values collaboration, flexibility, and exceptional client care.

Independent Financial Adviser - HNW Focus

Package: Basic Salary plus bonuses and commissions - £50-55k basic with £80K+ OTE (with full paraplanning + admin support)

Type: Full-time | Flexible working options | Exclusive introducer network

Are you an experienced Independent Financial Adviser ready to take your career to the next level within a boutique, client-first advisory firm? We’re seeking a confident, knowledgeable, and client-focused IFA who thrives on building trusted relationships and has a solid understanding of pensions on divorce.

This role offers an exciting opportunity to work with a respected and long-established firm that’s anything but corporate — where your ideas are welcomed, your autonomy is respected, and your career ambitions are supported.

?? Who We’re Looking For:

  • Level 4 Diploma qualified Financial Adviser (Chartered status a bonus)
  • Minimum 3 years’ experience in a holistic IFA role, ideally with HNW exposure
  • Demonstrable knowledge in investments, pensions, and pensions on divorce
  • Naturally confident communicator with strong interpersonal skills
  • A professional with an existing client following and/or the drive to build one
  • Able to present to and collaborate with professional introducers (matrimonial lawyers, legal networks etc.)
  • Proactive, self-motivated and values exceptional client care

?? Why This Role?

  • Warm introducers waiting - we have trusted relationships with matrimonial lawyers ready for you to tap into
  • Full admin & paraplanning support - so you can focus on advice and client relationships
  • Flexibility - a role that fits your lifestyle without micromanagement
  • Work with a team that values collaboration over competition
  • Access to leading tech - Intelliflo, Dynamic Planner, Selecta Pension
  • Inclusive and forward-thinking culture - your voice matters here

?? About the Firm

A respected, independent financial planning practice established over 40 years ago. We serve HNW individuals, families, and professionals across London, the Home Counties and beyond. Our ethos is simple: people over process. We believe in building real relationships, delivering tailored advice, and treating our clients like family - not numbers.

We are actively growing and this is a new role within our team, giving you the chance to help shape the future of the firm and make a real impact.

Interested in learning more?Apply confidentially today to explore this unique opportunity. All enquiries handled with absolute discretion.

Please send your CV and contact details to Ryan at Financial Divisions

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.