Independent Financial Advisor

16 Days Old

Independent Financial Advisor roles don’t come with this level of flexibility, support, and quality of client work very often. This one puts you right at the centre of long-term financial planning for high-net-worth clients, without the usual distractions getting in the way.

This is a role built around advice, relationships, and doing things properly, with the backing of a well-established planning firm and the space to focus on what actually adds value to clients’ lives.

What’s in it for you

Genuine hybrid working and flexible hours that fit around how you work best
Strong paraplanning and administrative support, freeing you up to focus on advice delivery
Competitive basic salary with a clear and achievable bonus structure
A role designed for longevity, stability, and professional credibility
What you’ll be getting stuck into as an Independent Financial Advisor

Delivering holistic, whole-of-market financial advice tailored to individual client goals
Managing and developing long-term client relationships built on trust and continuity
Conducting comprehensive reviews across pensions, investments, protection, estate and retirement planning
Working closely with paraplanners and administrators to ensure a seamless client experience
Maintaining high standards of FCA compliance across all advice and documentation
Identifying opportunities to grow assets under management where appropriate
What you’ll bring to the table as an Independent Financial Advisor

Level 4 Diploma in Financial Planning or equivalent qualification
CAS status or being close to achieving it
Previous experience operating in a regulated financial advice environment
Strong technical knowledge across pensions and investments
A proven ability to deliver compliant, client-focused advice
Working hours: Flexible hours with hybrid working

If you’re an Independent Financial Advisor looking for a role where advice quality, flexibility, and long-term client relationships genuinely come first, this is well worth a conversation.

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Location:
Birmingham
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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