Self-Employed Adviser (IFA)

About the company

Self Employed IFA - Honiton/Remote We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our client's growing team in Honiton. This is a fantastic opportunity to take on a mixed client portfolio (corporate and private) in a well-supported, salaried role with excellent benefits and clear progression potential.

Your tasks

As a fully-fledged IFA, you’ll be joining a stable, established business with a strong corporate client base. You will:

• Deliver personal financial advice to members of corporate schemes
• Manage and develop a small bank of private clients
• Run member surgeries and consultations as part of workplace schemes
• Provide high-quality, independent financial planning with full admin and paraplanning support

Requirements

This role is ideal for someone with at least 1–2 years' post-CAS experience who is ready to step into a more autonomous advisory position without the pressure of building a client bank from scratch.

What We’re Looking For

• CAS status (minimum of 1–2 years advising experience post-CAS)
• Level 4 Diploma qualified (CII or equivalent)
• Experience with corporate clients is not essential

What we offer

What’s On Offer

• Base Salary dependant on experience
• Bonus Scheme: Performance- and company-profit-based
• Annual Pay & Bonus Review: Every December

Benefits Package

• Holiday: 25 days, increasing with industry experience (up to 30 days)
• Pension: 6% employer contribution (minimum 4% employee)
• Life Insurance: 3x salary (non-contributory, from day one)
• Private Medical Insurance: Available after 3-month probation
• Income Protection
• Study Support: 26 half-days per Chartered exam + exam costs covered
• CII Membership: Fully funded
• Hybrid Working: Up to 2 days per week from home