Independent Financial Advisor


Company 

Capio Recruitment Financial Planning

Location 

Epsom

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£65,000 - £75,000 Per Annum

Job Requirements/Description

Job Title: Independent Financial Advisor (Book-Bearing or Self-Funding)

Location: Hybrid - Has to pop into the office a couple of times a monthSalary: Up to £75,000 (flexible for the right individual)Benefits: Flexible working, remote-first culture, discretionary bonus, beautiful HQ setting with free parking and refreshments

About the Company:This UK division of a long-established international wealth management group is redefining its local presence. The business blends global scale with boutiquevalues. Advisors are empowered, supported, and nevermicro-managed, with a genuine focus on personalityfit and cultural alignment. If you like a laugh but take your clientsseriously, you'll fit right in.

Role Summary:We're looking for establishedadvisors with an existingclientbook or strong self-funding ability to join a non-corporate, advisor-led wealth management firm. This is a genuinely flexible role, most of the team works remotely, with occasional visits to the HQ.

Key Responsibilities:

  • Manage your own client portfolio: maintain autonomy while being supported by a close-knit leadership team
  • Offer high-quality advice on retirement planning, equity release, and IHT: deepen relationships and build long-term client trust
  • Contribute to business growth: leverage your network or book to drive new fee-based income
  • Collaborate with other advisors: share insights, referrals, and keep the humour alive

Requirements:

  • Minimum of Level 4qualified (LIBF or equivalent) - higher qualifications welcomed
  • Proven ability to bring or build a book!
  • Strong expertise in retirement, equity release, and IHT planning
  • Comfortable working autonomously with remote team support
  • Personable, down-to-earth, and good-humoured - culture is key here
Company 

Capio Recruitment Financial Planning

Location 

Epsom

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£65,000 - £75,000 Per Annum

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