Independent Financial Adviser - Marlow - £65k–£80k Bonus - OTE £120k (RW) - Financial Divisions : Job Details

Step into a ready-made client base.

This isn’t about cold calling or chasing leads — it’s about inheriting a book of 70+ loyal, affluent clients with AUM between £750k–£1.2m. With a realistic OTE of £120k and a clear pathway to partnership, this is a career-defining opportunity for an Adviser who thrives on service, not sales.

The Firm

A long-established Chartered IFA practice with 20+ years of history and a reputation built on trust, integrity, and holistic financial planning. They cover the full spectrum: pensions, investments, tax planning, IHT, mortgages, protection, wills, trusts, and powers of attorney. Growth comes organically — through referrals and long-term client loyalty — not hard-sell tactics.

Two senior Advisers are approaching retirement, and this hire will step directly into managing their client relationships, ensuring a seamless service and continuity for the clients.

The Role

• Manage a book of 70+ clients with significant AUM
• Deliver full-spectrum, holistic wealth management advice
• Focus on nurturing and developing existing client relationships
• Very little new business required (though welcomed if you bring it)
• Hybrid working — 1–2 days from home
• Long-term progression towards partnership available

About You

• Chartered Financial Adviser (or very close to Chartered)
• Experienced in private client wealth management
• Skilled at building trust and providing technical, client-first advice
• Based within reach of Marlow (with hybrid flexibility)

What’s On Offer

• Basic salary £65k–£80k DOE
• Realistic OTE of £120k from existing, live client revenues
• Hybrid working (1–2 days from home)
• Partnership prospects for ambitious Advisers
• Supportive, independent, values-driven culture

Ready to Take the Lead?

This is a rare opportunity: a live client base, high earnings potential, and the chance to shape your future in a respected Chartered firm.

Send your CV to Ryan at Financial Divisions