Independent Financial Adviser - Client Bank Provided, £70,000-£100,000 + Uncapped Earnings
Independent Financial Adviser (IFA) - Client Bank Provided Boutique Community Firm £70,000-£100,000 + Uncapped EarningsPenn - BuckinghamshireFrom time to time, a role emerges that feels less like a vacancy and more like a return to how financial advice ought to be - relationship-led, community-focused, and conducted at a more civilised pace.This opportunity sits within a boutique financial planning firm based in an idyllic Buckinghamshire village - a business that has become a genuine community hub. Every client lives within a 10-mile radius, meetings are held properly face-to-face in the office, and the environment blends professionalism with a warm, familiar atmosphere (dogs included - both clients'' and colleagues'' are welcome visitors).The firm has built its reputation on long-standing relationships, holistic advice, and a truly consultative approach. They are seeking a personable, engaging adviser - a true people person - who enjoys becoming a trusted figure within a loyal client community. The Role - At a Glance You will inherit a long-established client bank generating circa £400,000 in recurring revenue, made up of loyal local clients who value continuity, trust, and thoughtful financial planning. This is not a cold-selling role - the focus is on relationship management, holistic advice, and long-term client outcomes. Key Highlights • Inherited client bank (150-200 households, £35m-£55m AUM) • Circa £400k recurring revenue provided • All clients based locally (within
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