Independent Financial Advisor

Independent Financial Adviser, Employed Role. Herefordshire surrounding areas £40,000 salary OTE £92k, car allowance 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.

Location: Hereford, UK, GB

Posted Date: 9/9/2025