Independent Financial Adviser

About the company

The Opportunity Recruit UK is working with a well-established, nationwide Independent Financial Advice firm looking to recruit experienced Financial Advisers to join its growing team.

Your tasks

The successful candidate will benefit from full administrative and paraplanning support, allowing them to focus on building client relationships, delivering financial advice and developing new business.

• Manage and develop an existing portfolio of high-net-worth clients.
• Provide tailored financial advice across pensions, investments and financial planning.
• Build and maintain strong, long-term client relationships.
• Convert qualified client leads into new business opportunities.
• Identify opportunities to develop existing client relationships.
• Conduct face-to-face client meetings when required.
• Work alongside dedicated paraplanning and administrative teams.
• Maintain high standards of compliance and client service.

Requirements

• Minimum Level 4 Diploma in Financial Planning or equivalent.
• Competent Adviser Status (CAS).
• Valid Statement of Professional Standing (SPS).
• Previous client-facing Financial Adviser experience.
• Proven track record of generating and writing new business.
• Strong relationship management and communication skills.
• Experience advising high-net-worth clients would be advantageous.
• Self-motivated, ambitious and comfortable working remotely.

What we offer

This is an excellent opportunity for a qualified Financial Adviser looking for a highly competitive salary, an existing high-net-worth client portfolio and a consistent flow of qualified client leads.

With a basic salary of £70,000 to £75,000, a market-leading bonus structure and OTE exceeding £100,000, this opportunity offers significant earning potential within an established and supportive business.

What's on Offer?

• Competitive basic salary of £70,000 to £75,000.
• Market-leading bonus scheme with OTE exceeding £100,000.
• Existing high-net-worth client portfolio.
• Consistent flow of qualified high-net-worth client leads.
• Fully remote, home-based working.
• Full paraplanning and administrative support.
• Excellent employee benefits package.
• Opportunity to develop within an established nationwide IFA firm.

How to apply

If you're an experienced Independent Financial Adviser looking for a remote opportunity with an existing client bank, strong earning potential and comprehensive support, we'd love to hear from you.

Apply today with your updated CV or contact Recruit UK for a confidential discussion.

Other

Independent Financial Adviser · Location: Remote / Home-Based, UK Wide · Salary: £70,000 to £75,000 Basic | OTE £100,000+ *Job Type: Full-time, Permanent Working Arrangement:** Home-Based with Face-to-Face Client Meetings