via reed · 29 May 2026 ·8 days ago

Independent Financial adviser

CFP JOBS
Falkirk Full-time
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Independent Financial Adviser Competitive salary + revenue bonus

Our client is an ambitious and growing financial advice business with a nationwide presence and a strong reputation for delivering exceptional service. With more than 70 advisers across the UK and recognition as an FT Top-100 firm, they are continuing to expand and are looking for talented advisers to join their Private Clients team.

About the role This is an exciting opportunity for a motivated financial adviser to take on an established client portfolio within our client’s Private Clients division. Following a supported transition period, the successful candidate will manage an existing adviser agency where 70% of targets are already contracted, providing a strong platform to build long-term client relationships and achieve continued success.

What we're looking for • At least 2 years’ experience as a financial adviser and Competent Adviser Status (CAS)

  • A current Statement of Professional Standing (SPS)

  • Good IT skills and confidence using digital systems

  • The ability to work from home or from your own office

  • Strong self-management, organisation, and relationship-building skills

  • A client-focused approach and the ability to support and grow an ongoing business model

  • A positive attitude towards compliance, structure, and professional standards

  • A genuine appreciation for quality, professionalism, and delivering added value to clients

  • A forward-thinking mindset and openness to change

  • High personal standards, ambition, and a drive to achieve goals

What you'll get in return • Competitive salary and revenue bonus
  • Car allowance plus mileage allowance

  • Mobile phone, laptop and full home office set up

  • A unique payment structure linked to an existing agency business

  • The opportunity to inherit an established adviser agency after a transition period

  • Flexible working, including home-based working

  • Structured induction, training, and mentoring support

  • Helpdesk and operational support to help you succeed

  • Secure business networking and communication tools

  • A client-focused website and quality branded materials

  • Compliance support and protection

Candidates with the required experience who are looking for a stable, supportive, and growth-focused opportunity are encouraged to apply.

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CFP JOBS

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