Independent Financial adviser
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
- 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
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