Financial Divisions
Independent Financial Advisor
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Independent Financial Adviser | Existing Client Bank | Unlimited Pre-Qualified Leads
£50,000 - £75,000 Basic | £70,000 - £90,000+ OTE Year One
Epsom | Surrey
Stop Hunting for Clients. Start Looking After Them.
Imagine joining a firm where you're handed an established, revenue-producing client bank from day one and every new enquiry that lands on your desk has already decided they want financial advice.
- No cold calling.
- No networking breakfasts.
- No buying leads.
- No chasing introducers.
Just quality clients who genuinely want your advice.
If you're a personable, charismatic Financial Adviser who thrives on building relationships rather than chasing sales targets, this could be one of the best opportunities you'll see this year.
Why This Role Is Different
This independent financial planning firm has built something most advisory businesses can only dream of.
- Not only will you inherit an active, income-generating client portfolio, you'll also receive a continual flow of pre-qualified new clients through an exclusive lead source.
- These aren't internet enquiries or purchased leads - they're individuals who are, in many cases, contractually committed to taking financial advice.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Your diary stays full. Your pipeline looks after itself.
Your job is simply to do what you do best - build trust, give exceptional advice and create long-term client relationships.
What You'll Be Doing
- Managing and developing an established, recurring revenue client bank.
- Advising private clients on pensions, investments, retirement planning, protection and inheritance tax planning.
- Meeting a continual stream of warm, pre-qualified new clients.
- Delivering truly independent, whole-of-market financial advice.
- Building lasting relationships that generate further referrals and long-term recurring income.
What's On Offer
- £50,000 - £75,000 basic salary
- Realistic Year One earnings of £70,000 - £90,000+
- Existing revenue-producing client bank from day one.
- Unlimited supply of warm, vetted client introductions.
- Bonus structure rewarding quality advice and business growth.
- Full paraplanning and administrative support.
- Genuine long-term career progression within a respected independent firm.
- Support towards Chartered status if desired.
Who We're Looking For
We're looking for someone who genuinely enjoys being in front of clients.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- You'll be technically strong, but equally important is your personality.
- The successful adviser will be naturally engaging, confident, personable and able to build rapport with clients from all walks of life.
You'll ideally have:
- Diploma Level 4 in Regulated Financial Planning (or equivalent).
- At least three years' experience as a client-facing Financial Adviser.
- Strong communication skills with plenty of character and charisma.
- A consultative, relationship-led approach to financial planning.
- The desire to build long-term client relationships rather than simply complete transactions.
- Ability to commute to the Epsom office, as this is predominantly office-based.
If You're Ready To Spend More Time Advising And Less Time Prospecting...
Opportunities where you're given both an established client bank and an endless stream of pre-qualified new clients are exceptionally rare.
If you're looking for a role where your success is determined by the quality of your advice—not your ability to generate leads—we'd love to hear from you.
Apply with your CV to Ryan Wootten at Financial Divisions
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location