A well-established and growing financial planning business are seeking an experienced Independent Financial Advisor (IFA) to join their team covering the London and surrey Borders. This is an excellent opportunity for a motivated, client-focused advisor who is committed to providing high-quality, holistic financial planning and investment advice.

As Independent Financial Advisor (IFA) you will:

Build and maintain strong client relationships to support ongoing business growth.
Provide holistic financial planning advice based on each client’s individual needs.
Create and implement personalised financial plans, using a structured client journey.
Conduct full fact-finding, risk assessments, cash-flow modelling and scenario planning.
Prepare documentation, meeting notes, and income/expenditure analysis.
Deliver ongoing client reviews and ensure all recommendations remain suitable.
Promote the business within professional networks and local communities.
Ensure all advice meets FCA regulations, including Consumer Duty requirements.
Work collaboratively with the internal team to deliver a high-quality client experience.
Bring an existing client bank (if applicable) and continue to develop those relationships.
Maintain CPD and meet all regulatory competence standards.

We are looking for an Independent Financial Advisor (IFA) with the following Qualifications & Experience:

Diploma in Financial Planning (DipPFS / Level 4 Qualified).
SPS and current FCA authorisation.
Previous experience as a Financial Advisor, ideally within an independent environment.
Strong knowledge of investments, retirement planning, IHT, SIPPs and SSAS.
High ethical standards and a genuine client-first approach.
Confident working independently and managing your own diary and client base.
Experience using financial planning tools and CRM systems (Plannr preferred).

In return you will receive a salary of £75,000 per annum and benefits include:

Competitive remuneration package (base salary + attractive fee splits)
10% bonus paid on company targets met paid twice yearly
Full marketing support with a steady flow of new enquiries
Administrative and compliance support
Access to research, platforms, and industry-leading tools
Flexible and supportive working environment (hybrid or remote)
Ongoing professional development and progression opportunities
Work within a long-established firm (35+ years) now partly acquired by the largest Nordic financial group, ensuring stability and growth

If this sounds like the Independent Financial Advisor (IFA) role for you, click apply now.

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