Independent Financial Advisor


Company 

Capio Recruitment Financial Planning

Location 

Woking

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£70,000 - £90,000 Per Annum

Job Requirements/Description

Independent Financial Advisor

Location: Woking (Flexible)

Salary: £70,000 - £90,000 + generous tiered commission

Are you a proactive financial advisor looking to take your career to the next level? A well-established and rapidly growing financial services firm with over 50 years of excellence is seeking an Independent Financial Advisor to join their team.

About Them

The firm has grown steadily from a small team to a thriving business, with expansion continuing through strategic acquisitions. We pride ourselves on a culture built on trust, empathy, initiative, and support, where long-term relationships and client-first values drive everything we do. Our advisors are empowered to deliver high-value financial advice while being fully supported by dedicated admin and paraplanning teams.

What We Offer

  • Freedom to build and service your client base with full support.
  • A clear path to significant earnings - many advisors reach six figures within 2 years.
  • Competitive base salary of £70,000 - £90,000 plus generous tiered commission.
  • Prefunding of commission for earnings stability.
  • Fantastic leads provided to help you hit the ground running.
  • Flexible working across multiple offices or client locations.
  • Strong focus on development, training, and career progression.
  • A fun, social office culture without losing focus on results.

Your Role

  • Build and manage your client base through networking, clinics, and presentations.
  • Work alongside a dedicated team of admin and paraplanners to maximise your efficiency.
  • Deliver high-quality financial advice across core services: Financial Advice, Mortgages, Employee Benefits, Pensions, and Wills & Probate.
  • Generate new business while maintaining strong client relationships.

Who We're Looking For

  • A qualified IFA with a proactive, client-first mindset.
  • Someone who thrives in a culture of initiative, trust, and collaboration.
  • A professional who enjoys networking and building relationships.
  • Self-motivated and adaptable, with a desire to grow within a supportive and high-performing team.

Join a firm that invests in its people, values culture, and rewards results.

Company 

Capio Recruitment Financial Planning

Location 

Woking

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

£70,000 - £90,000 Per Annum

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