Independent Financial Advisor
hace 2 días
Hereford
Independent Financial Adviser, Employed Role. 📍 Herefordshire + surrounding areas 💼 £40,000 salary + quarterly bonus + full support + clear career path We’ve partnered with Truly Independent to help them appoint an employed Financial Adviser to take over a warm, well-maintained client bank in the Herefordshire region. This opportunity comes with: ✅ A phased handover from two retiring advisers ✅ £200k+ recurring income across ~300 households ✅ Strong admin, paraplanning and compliance support ✅ Flexibility to manage your own diary and work location ✅ A clear pathway to Senior Adviser status with enhanced salary, bonus and benefits 💰 Earnings & Package • £40,000 base salary, • 15% bonus on all production (initial + recurring), paid quarterly, • – Year 1: ~£15k bonus expected OTE £55k, • – Year 2: ~£25–27k+ once full client bank is inherited OTE £67k, • – Year 3: ~£40k+ once you become a Senior Adviser OTE £92k+, • £300/month car allowance from day one, • Mileage reimbursement: £0.19/mile, • Tech provided: Laptop, mobile, printer, home setup, • Pension: 5% employer contribution, • Death in Service: 3x salary or £100k, • 33 days holiday + paid Christmas shutdown, • UNUM wellbeing platform + annual profit share 🚀 Progression – Become a Senior Adviser Advisers typically progress within 2 years, unlocking: • +£12,000 salary uplift, • Bonus increase to 20%, • Enhanced car allowance & pension, • Expanded responsibilities and internal opportunities What you’ll need • Level 4 Diploma, • CAS (current or previous), • Strong pensions and investment knowledge, • A client-first, independent mindset 📩 Message me directly to start a confidential conversation. This is a high-quality, low-risk client takeover with the right culture, income and support in place.