IFA / Independent Financial Adviser –

Existing Client Bank (Henley & Marlow Area)


£50,000–£60,000 + 30% Bonus | Remote / Field-Based


A growing, well-established IFA practice in the Henley / Marlow / Reading region is looking to appoint a Level 4 Diploma-qualified, CAS-status Independent Financial Adviser to take over and nurture an existing client bank.
This is a rare opportunity to join a supportive team, inherit warm, loyal clients from day one, and build a long-term advisory career with genuine succession prospects.


The Opportunity

*£50,000–£60,000 base salary (flexible for the right person) + ~30% bonus
*Immediate client allocation:
*~15 households transferred on day one
*~60-client Reading book being acquired by year-end
*Senior adviser with 200+ households for longer-term succession
*Field-based / remote role – meet clients in person or via Teams, whichever suits, but you do need to be local to the Buckinghamshire, Berkshire, or Oxfordshire area.
*Work closely with a senior adviser providing hands-on guidance and mentoring
*Straightforward planning work: ISAs, pensions, bonds, retirement planning, IHT
*Clear runway to take over retiring advisers’ books as the firm continues to grow


About the Firm

*Medium-sized IFA practice with 8 advisers
*Fully remote admin/support structure
*No central office (small garden offices are available if preferred)
*Strong inflow of clients via adviser retirements and regulated takeovers
*Culture centred on simplicity, long-term client relationships, and high-quality ongoing servicing


What You’ll Be Doing

*Managing and servicing an existing HNW client bank
*Conducting annual reviews and ensuring ongoing advice obligations are met
*Meeting clients across Henley, Marlow, Reading and surrounding areas
*Working under the guidance of a senior adviser while still operating autonomously
*Providing clear, simple, client-friendly financial advice


What We’re Looking For

*Level 4 Diploma + CAS (essential)
*Someone early-career, ambitious, and hungry to grow with the business
*A relationship-builder, not a cold-hunter
*Comfortable working remotely and travelling to client meetings
*Professional, personable, and committed to long-term progression


Why This Role?

*Warm clients, zero cold-hunting
*Clear succession plan and long-term security
*Strong mentoring and development from senior advisers
*Flexibility in working style
*Opportunity to step into a large legacy client bank over time


Apply Now

If you’re a Level 4/CAS adviser looking for a long-term home, the chance to inherit quality clients, and a supportive firm that invests in your growth, we’d love to hear from you.