Caterham
Job Title: Independent Financial Advisor
Location: Bromley (Stunning, high-spec office space)
Salary: Fully negotiable – from £50k to £100k+, fully dependent on AUM client book and ability to cover costs.
Bonus/Commission Structure:
- 2.5x fixed cost
- 30% on first £50k revenue
- 40% on revenue above £50k (including recurring income
Benefits:
- Pension: 4% employer / 4% employee contribution – paid on total earnings.
- Full paraplanning and admin support
- Hybrid working (2–3 days in office, ideally full-time initially)
- Exam and CPD funding (including Chartered status)
- Opportunity to earn a generous percentage of final walk-out FUM for retiring IFAs selling their books
About the Role
This is a rare opportunity for an experienced, self-sufficient IFA to take full ownership of their desk within a fully independent, non-networked firm. Whether you’re bringing £1m or £10m+ in AUM, the business is open to discussing a package that reflects your revenue stream. The firm is not looking to scale rapidly for the sake of it – they’re focused on quality over quantity and will welcome any advisor who fits the bill.
You’ll be supported by a large, capable back-office team, allowing you to focus on client relationships and business growth. The firm is happy to offer a highly attractive bonus scheme to reward performance.
Minimum Requirements:
- Level 4 Diploma in Financial Planning
- Proven track record of generating revenue
- Self-sufficient, experienced, and either laid-back or driven – personality fit is key
Why Join?
- Autonomy: Make the desk your own – full resources provided to run your business your way
- Support: Large support team handling paraplanning and admin
- Progression: Internal promotion encouraged – grow your role as you grow your book
- Flexibility: Hybrid working model with flexibility around office presence
This is an excellent opportunity to join a respected, independent firm where client service, teamwork, and professional growth are front and centre. If you’re ready to step into a role with real autonomy and long-term opportunity, we’d love to hear from you.
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Please apply using the link provided, or feel free to reach out to me via LinkedIn, phone, or email.