Independent Financial Adviser
2 weeks ago
Job description About the role We're expanding rapidly in a dynamic and evolving wealth management environment, backed by strong private equity support and driven by a strategy focused on growth through acquisition and innovation. This is an exciting time to join a business that combines the energy of a start-up with the stability of a well-capitalised group. As an Independent Financial Planner, you will play a key role in growing and managing your own client portfolio. You'll deliver comprehensive financial planning and expert advice to private clients with assets of over £k, helping them achieve their financial goals through tailored wealth management, employee benefits, and retirement planning solutions. What you'll do Build and develop a client base from both existing and new prospects, driving new business growth.Deliver holistic financial planning advice aligned with client needs, ensuring excellent service at every stage.Meet and exceed revenue and new business targets set by management.Identify opportunities for cross-selling and referrals within the wider business group.Maintain and deepen existing client relationships, proactively identifying further advice needs.Conduct sales and marketing activities to generate new client enquiries.Provide advice that complies fully with regulatory and company standards.Keep your professional knowledge and qualifications up to date, maintaining your 'Fit and Proper' status.Collaborate with other business units and external professional contacts to expand business opportunities.Deliver an outstanding client experience, ensuring prompt responses and clear communication.Undertake ad hoc projects and tasks as required, always prioritising client needs and regulatory compliance.What we're looking for Proven experience as a Financial Planner with strong technical competence across all areas of financial planning.Diploma in Financial Planning (or equivalent) essential; Advanced Diploma/Chartered status desirable or willingness to progress.SPS & CAS holder.Analytical mindset with exceptional attention to detail.Strong communication and coaching skills.Experience in paraplanning is a plus but not essential.Proficiency in Microsoft Word, Excel, and database management.Experience with cash flow modelling is advantageous.Why join us? We value professionalism, trust, and innovation. Our culture encourages creative thinking, embraces change, and supports your professional growth. Benefits include: Competitive salary up to £80,Private medical insurance after probationGenerous pension scheme (7.5% employer contribution; minimum 3% employee)25 days annual leave plus option to buy/sell up to 5 daysOffice closure over Christmas periodLife assurance and health cash planFlexible working arrangements with remote and Midlands-based optionsDiscretionary performance-related bonusEmployee assistance programmeAnd a comprehensive range of additional flexible benefitsIf you're ready to take the next step in your career with a fast-growing, ambitious wealth management business, we want to hear from you.
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Financial Adviser
4 days ago
Ossett, West Yorkshire, United Kingdom Quilter Financial Planning Full timeOne of our Strategic Partner firms at Quilter Financial Planning who are a multi adviser business focused on delivering holistic financial planning are currently looking for experienced advisers to join their team. Based in Ossett, their advisers are highly qualified and operate to strict ethical guidelines. Requirements: Employed experienced adviser to...
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Independent Financial Adviser
5 days ago
Greater Cheshire West and Chester Area, United Kingdom Recruit UK Full time £70,000 - £100,000 per yearJob Title:Independent Financial AdviserLocation:Cheshire, SK9Salary:£70,000 – £100,000 Basic + BonusReference Number:9951About the Role:RecruitUK is seeking an experienced and dedicatedFinancial Adviserto join a well-established firm. This role will primarily focus onclient servicing and relationship management, overseeing an establishedclient bank. You...
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INDEPENDENT FINANCIAL ADVISER
4 days ago
West Alvington, United Kingdom Artemis Recruitment Consultants Ltd Full timeINDEPENDENT FINANCIAL ADVISER - KINGSBRIDGE We have a fantastic opportunity for an Independent Financial Adviser to join our client’s firm based in Kingsbridge. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored, evidence-based...
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Independent Financial Adviser
2 days ago
West Yorkshire, United Kingdom IDEX Consulting Full timeJob description My client are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. With a head office in Wakefield offering full paraplanning, compliance and administrative support, advisers can focus on providing a high quality service to their existing clients, whilst also looking to increase their client...
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Independent Financial Adviser
8 hours ago
West Yorkshire, United Kingdom IDEX Consulting Full timeMy client are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. With a head office in Wakefield offering full paraplanning, compliance and administrative support, advisers can focus on providing a high quality service to their existing clients, whilst also looking to increase their client book. The Role Manage...
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Financial Adviser
2 days ago
South West, United Kingdom TC Group Full time**Independent Financial Adviser - Bristol** We have an opportunity for an Independent Financial Adviser to join us in the Bristol area. Working with the financial planning team, you will work closely with the Bristol offices providing holistic financial advice on a range of financial planning including investment planning, company investments, Inheritance...
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Financial Planning Consultant
1 week ago
West Midlands, United Kingdom Skipton Building Society Full timeHours:Permanent 35 hours per week Closing Date:Wed, 10 Dec 2025 As a Financial Planning Consultant, you’ll develop relationships with our customers, ensuring they receive the highest levels of service and provide them with a high quality initial point of contact with a fact finding meeting. To succeed, you’ll need experience of supporting...
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Desk-Based Financial Adviser
4 days ago
West of England, United Kingdom Fram Search Full timeDesk-Based Financial Adviser – Summary Fram is working with an independent wealth management firm that is looking to engage an experienced Financial Adviser to support its growing desk-based advice function. The firm is known for its professional standards and its focus on delivering clear, high-quality financial planning. The role involves providing...
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West Yorkshire, United Kingdom IDEX Consulting Full timeA wealth management firm in West Yorkshire is seeking Level 4 qualified Financial Advisers. You will manage an established client bank worth approximately £10m, provide holistic financial advice, and enjoy flexible, hybrid working arrangements. This role is ideal for ambitious professionals looking for autonomy and robust central support in a dynamic...
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Financial Advisor
2 days ago
West Midlands, United Kingdom GCB Full timeOur clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Due to the size of the business they...
