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Are you a qualified Financial Adviser looking to grow your client base while delivering high-quality, tailored financial planning solutions? Join our supportive and forward-thinking team where your focus is truly on the client — not paperwork.

About the role

As an Independent Financial Adviser, you will provide holistic financial planning to a diverse client base — combining tailored advice with regulatory best practice. You’ll manage and grow your own client bank while receiving support from a dedicated back-office team of paraplanners and administrators, enabling you to focus on building relationships and delivering exceptional outcomes.

Key responsibilities

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Provide personalised financial planning based on detailed fact-finding and client needs

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Deliver holistic solutions covering pensions, investments, protection, and retirement planning

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Grow your portfolio through client referrals, networking, and introducer relationships

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Keep up to date with regulatory, product and technical developments

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Maintain a strong understanding of FCA regulations and Consumer Duty principles

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Achieve and record a minimum of 35 hours of CPD annually (including 21 structured hours)

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Maintain your Training & Competence records and Statement of Professional Standing

About you

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Level 4 Diploma in Financial Planning (or equivalent)

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Sound understanding of FCA regulatory framework and compliance standards

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Professional, organised, and commercially minded

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Excellent communication skills with a client-first approach

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Proven ability to work collaboratively with internal teams and external stakeholders

What we offer

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Competitive salary with performance-linked opportunities

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Pension contributions matched up to 5%

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Flexible and hybrid working to support work-life balance

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35-hour work week with a 4pm finish on Fridays

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Holiday package: 20 days (rising to 23), plus Bank Holidays, your birthday off, and 3 days over Christmas

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Generous employee benefits plan and regular team-building activities

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Full paraplanner and admin support to reduce your non-advice workload

If you’re ready to take the next step in your financial planning career with a company that supports both your professional development and work-life balance, we’d love to hear from you.

Apply now or contact us directly for a confidential chat