Independent Financial Adviser

4 weeks ago


England, United Kingdom Heat Recruitment Ltd Full time

Senior Independent Financial Adviser
Circa £60,000 (Negotiable for the Right Candidate) + Bonus
23 days holiday + BH
* Detailed training and development program
* Social events
* Hybrid working approach - flexi hours
We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management business. If you are passionate about providing top-notch financial advice, thrive in a collaborative environment, and are ready to take on a senior role, we want to hear from you
Provide expert financial advice to clients in areas such as investment, pensions, protection, will and estate planning, IHT, and lifestyle planning.
* Assess client needs and develop tailored financial solutions to meet their goals.
* Additional bonus structure based on targets and company performance
* Clients to inherit upon arrival, providing a strong foundation for immediate success.
* Back-office support with Intelliflo Office software, a full Customer Service team, Paraplanning, and Compliance function.
Minimum Level 4 Diploma in Financial Planning.
* Extensive experience as a Financial Adviser, preferably in a senior role.
* Strong knowledge of investment, pensions, protection, and estate planning.
* If you are an experienced Financial Adviser who values relationship building, strives for excellence in financial advisory services, and seeks to join a team-oriented and forward-thinking firm, we encourage you to apply.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF



  • England, United Kingdom Heat Recruitment Ltd Full time

    Senior Independent Financial Adviser Birmingham, UK Salary: Circa £60,000 (Negotiable for the Right Candidate) + Bonus Benefits: * 23 days holiday + BH * 4xDIS * Exam support (by prior agreement) * Detailed training and development program * Friendly team environment * Social events * Dynamic workplace with key development and experience * Hybrid...


  • England, United Kingdom Fintuity Full time

    Founded in 2017, Fintuity has fast become the leading digital Independent Financial Adviser (IFA) business in the United Kingdom. As a fintech, we offer all the services of a traditional IFA plus digital and robo advice via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments, tax...


  • England, United Kingdom Fintuity Full time

    Founded in 2017, Fintuity has fast become the leading digital Independent Financial Adviser (IFA) business in the United Kingdom. As a fintech, we offer all the services of a traditional IFA plus digital and robo advice via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments, tax...


  • England, United Kingdom Fintuity Full time

    Founded in 2017, Fintuity has fast become the leading digital Independent Financial Adviser (IFA) business in the United Kingdom. As a fintech, we offer all the services of a traditional IFA plus digital and robo advice via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments,...


  • England, United Kingdom Fintuity Full time

    Founded in 2017, Fintuity has fast become the leading digital Independent Financial Adviser (IFA) business in the United Kingdom. As a fintech, we offer all the services of a traditional IFA plus digital and robo advice via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments, tax...


  • England, United Kingdom Fintuity Full time

    Founded in 2017, Fintuity has fast become the leading digital Independent Financial Adviser (IFA) business in the United Kingdom. As a fintech, we offer all the services of a traditional IFA plus digital and robo advice via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments,...


  • England, United Kingdom Heat Recruitment Ltd Full time

    Senior Independent Financial Adviser Circa £60,000 (Negotiable for the Right Candidate) + Bonus 23 days holiday + BH * Detailed training and development program * Social events * Hybrid working approach - flexi hours We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management...


  • England, United Kingdom Fintuity Full time

    Founded in 2017, Fintuity has fast become the leading digital Independent Financial Adviser (IFA) business in the United Kingdom. As a fintech, we offer all the services of a traditional IFA plus digital and robo advice via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments, tax...


  • England, United Kingdom Fintuity Full time

    Founded in 2017, Fintuity has fast become the leading digital Independent Financial Adviser (IFA) business in the United Kingdom. As a fintech, we offer all the services of a traditional IFA plus digital and robo advice via our secure online platform. Fintuity offers a wide range of financial advisory services including pensions, protection, investments, tax...


  • England, United Kingdom Heat Recruitment Ltd Full time

    Senior Independent Financial Adviser Birmingham, UK Salary: Circa £60,000 (Negotiable for the Right Candidate) + Bonus Benefits: 23 days holiday + BH4xDISExam support (by prior agreement)Detailed training and development programFriendly team environmentSocial eventsDynamic workplace with key development and experienceHybrid working approach - flexi...

  • Financial Adviser

    3 weeks ago


    England, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice **An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.The ideal candidate will deliver personalized solutions to help clients...

  • Financial Adviser

    1 week ago


    England, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice ** An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support. The ideal candidate will deliver personalized solutions to help...

  • Financial Adviser

    3 weeks ago


    England, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice ** An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support. The ideal candidate will deliver personalized solutions to help...

  • Financial Adviser

    3 weeks ago


    England, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice **An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.The ideal candidate will deliver personalized solutions to help clients...

  • Financial Adviser

    3 weeks ago


    England, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice **An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.The ideal candidate will deliver personalized solutions to help clients...


  • England, United Kingdom Quilter Financial Planning Full time

    Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for progression. Personal satisfaction and the opportunity to do something...


  • England, United Kingdom Quilter Financial Planning Full time

    Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for progression. Personal satisfaction and the opportunity to do something...


  • England, United Kingdom Quilter Financial Planning Full time

    Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal satisfaction and the opportunity to do something...


  • England, United Kingdom Quilter Financial Planning Full time

    Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for progression. Personal satisfaction and the opportunity to do something...


  • England, United Kingdom Quilter Financial Planning Full time

    Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal satisfaction and the opportunity to do something...