Independent Financial Adviser – £65k Salary + Bonus (Surrey)

About the role

We are seeking an experienced Independent Financial Adviser to join our well‑established advisory firm in Surrey. You will inherit a thriving client bank and focus on delivering holistic, client‑centred financial planning without the pressure of aggressive prospecting.

Key responsibilities

• Provide whole‑of‑market advice on pensions, retirement, investments and wealth management.
• Develop inheritance tax, estate and protection planning solutions.
• Deliver tax‑efficient financial strategies and conduct regular client reviews.
• Maintain and grow long‑term relationships with an existing portfolio of clients across the South East and wider UK.
• Collaborate with a dedicated paraplanning and administration team to ensure high‑quality service delivery.

Required profile

• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Minimum three years of experience providing regulated financial advice.
• Strong technical knowledge of pensions, investments and holistic financial planning.
• Excellent relationship‑building and client‑management abilities.
• Based within a commutable distance of Epsom/Sutton.

Required skills

• Regulated Financial Planning qualification.
• Expertise in pensions and retirement planning.
• Investment and wealth management proficiency.
• Inheritance tax and estate planning knowledge.
• Protection and tax‑efficient financial planning skills.

What we offer

• £65,000 basic salary with realistic first‑year OTE of £80,000+.
• Bonus structure linked to client outcomes and business performance.
• Established client bank from day one, plus ongoing referrals.
• Full paraplanning and administrative support.
• Opportunities for professional development towards Chartered status.