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Independent Financial Adviser (IFA) - Surrey
Salary: Up to £50k basic + Uncapped OTE of £80k+
Our client is a well-respected financial services firm, offering tailored financial planning solutions across mortgages, investments, savings, and pensions. With nearly 20 years of success and a loyal client base, they are now looking for a dynamic Independent Financial Adviser (IFA) to join their team.
This is a fantastic opportunity to work with high-quality existing clients while benefiting from a strong support structure and the ability to grow your own portfolio. If you are a results-driven professional who puts client outcomes first, this role offers a significant earning potential in a supportive and professional environment.
Responsibilities:
- Conduct in-depth financial reviews with existing clients, assessing their circumstances and long-term goals.
- Onboard new members into an existing large SIPP and provide tailored investment and pension advice.
- Analyse client needs, create suitable financial plans, and deliver high-quality recommendations.
- Complete risk profiles, fact-finds, and suitability reports using Finplan CRM.
- Stay up to date with financial products, legislation, and regulatory changes to provide informed advice.
- Maintain strong client relationships by offering ongoing guidance, reviews, and updates on new products or legislative changes.
What We’re Looking For:
- Full Level 4 Diploma in Financial Advice (DipFA) required.
- Proven track record of delivering high-quality financial advice and achieving results.
- A strong work ethic and a client-first mindset. • Excellent communication skills with a confident telephone manner.
- A professional and polished appearance, reflecting the high standards of the firm.
What’s on Offer?
- A basic salary of up to £50k (dependent on experience).
- Uncapped earning potential - OTE £80k+.
- Flexible working options available for the right candidate.
- Established, loyal client base to engage with from day one.
- Long-term career progression within a respected financial services firm.
Why Join?
This is an opportunity to work with a firm that values integrity, professionalism, and long-term client relationships.
Whether you’re looking to grow your career, increase your earnings, or take on a new challenge, this role offers the platform and support you need to thrive.
