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Independent Financial Adviser - Established Firm Full Client Bank Provided

ReedBath, Somerset🇬🇧United KingdomPosted 1 Sept 2026

Why This Role Stands Out

This exceptional opportunity offers a significant advantage with a full client bank provided, allowing you to focus on delivering expert advice and fostering client relationships within a reputable firm. You'll thrive here if you are an ambitious, client-focused financial adviser seeking excellent career growth, robust support, and a rewarding compensation structure in a flexible hybrid environment. Apply now to leverage this fantastic platform for your success.

Quick Overview

Seniority
Mid Senior
Employment type
Full Time
Work mode
Hybrid
Location
Bath, Somerset, United Kingdom

Job Description

Independent Financial Adviser - Established Firm Full Client Bank Provided

Competitive Salary + Commission Full Admin & Paraplanning Support

Are you an experienced Financial Adviser looking to step into a role where you can truly focus on delivering high-quality advice - without the pressure of chasing leads or building a client bank from scratch?

We are working with a well-established, reputable IFA firm offering an exceptional opportunity for an ambitious adviser to take on a ready-made client bank, supported by a highly efficient in-house administration and paraplanning team. This is the ideal environment for an adviser who wants to grow, thrive, and deliver exceptional outcomes for clients while enjoying long-term stability and career progression.

The Opportunity

Joining this respected financial planning firm, you will benefit from:

  • An existing, loyal client bank ready to inherit from day one
  • Full administrative and paraplanning support, allowing you to focus entirely on client relationships and high-quality advice
  • A competitive base salary combined with a strong commission structure
  • A supportive, collaborative culture where advisers are genuinely valued and well-rewarded for their contribution
  • Long-term progression within an organisation committed to professional development and client-first advice

This is an excellent chance for an adviser who wants the security of a stable client portfolio while still earning uncapped additional income through a rewarding bonus structure.

Key Responsibilities

  • Manage and grow an inherited client bank through ongoing financial advice and regular client reviews
  • Deliver holistic financial planning across pensions, investments, protection, and wealth management solutions
  • Build strong, long-lasting client relationships based on trust, transparency, and tailored advice
  • Work closely with the internal paraplanning and admin teams to ensure seamless client service
  • Maintain high standards of compliance and uphold the firm's professional reputation

What We're Looking For

  • Level 4 Diploma qualified (DipPFS or equivalent)
  • Proven experience as a Financial Adviser within an IFA or wealth management environment
  • Strong relationship-building skills and a genuine passion for delivering top-tier client service
  • A motivated, proactive approach with the desire to contribute to a growing and ambitious firm

What's on Offer

  • Competitive salary
  • Attractive commission/bonus structure
  • Full admin & paraplanning support
  • Provided client bank
  • Supportive, growth-focused environment
  • Opportunities for progression and further qualifications
  • Hybrid working options available (where applicable)

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