Botley
IFA / Financial Adviser (Employed)
Remote with Monthly/Quarterly Office Meetings.
Office location: Oxford, Oxfordshire
Salary: Up to £65,000 + Commission (OTE of £100k+) | AUM-Driven |
Start: Flexible / Immediate / Happy to wait until next year
Are you an experienced Financial Adviser with a strong client bank and a desire to work remotely while still being part of a forward-thinking, growth-focused firm? This is a unique opportunity to join a dynamic and expanding wealth management business with national offices in Oxford and London to bring in high-quality advisers with transferable AUM.
The Role:
We’re seeking a Level 4 qualified Financial Adviser (ideally working toward Chartered) with a transferrable AUM of £10M–£20M. You’ll be employed and supported by a robust infrastructure, with the flexibility to work remotely and attend monthly or quarterly face-to-face meetings. The firm is growing rapidly through acquisitions and is looking to build out its adviser team for the next financial year.
Key Responsibilities:
- Manage and grow your own client bank
- Deliver holistic financial planning advice across pensions, investments, and protection
- Attend regular in-person meetings for collaboration and client engagement
- Work closely with a supportive back-office and corporate advice team
- Contribute to the firm’s long-term growth strategy
What You’ll Need:
- Level 4 Diploma in Financial Planning (Level 6/Chartered preferred)
- Minimum £10M–£20M in transferrable AUM
- Proven track record in an IFA environment
- Strong client relationship and business development skills
- Comfortable working remotely with occasional travel to Oxford or London
Remuneration & Benefits:
- Base salary: £45,000 – £65,000 (based on AUM and experience)
- Commission structure: (Model 1 with 3x validation)
- 35% on new business written
- 25% on self-generated business
- 15% on gifted business (firm-provided clients)
Why Join?
This firm is actively expanding through strategic acquisitions and is building a team of high-quality advisers who want to grow their business with the backing of a well-resourced, independent firm. With a flexible working model and a strong support structure, this is an ideal opportunity for advisers looking to take control of their future.