Independent Financial Advisor

Independent Financial Advisor roles dont come with this level of flexibility, support, and quality of client work very often. This one puts you right at the centre of long-term financial planning for high-net-worth clients, without the usual distractions getting in the way. This is a role built around advice, relationships, and doing things properly, with the backing of a well-established planning firm and the space to focus on what actually adds value to clients lives.

Whats in it for you Genuine hybrid working and flexible hours that fit around how you work best Strong paraplanning and administrative support, freeing you up to focus on advice delivery Competitive basic salary with a clear and achievable bonus structure A role designed for longevity, stability, and professional credibility What youll be getting stuck into as an Independent Financial Advisor Delivering holistic, whole-of-market financial advice tailored to individual client goals Managing and developing long-term client relationships built on trust and continuity Conducting comprehensive reviews across pensions, investments, protection, estate and retirement planning Working closely with paraplanners and administrators to ensure a seamless client experience Maintaining high standards of FCA compliance across all advice and documentation Identifying opportunities to grow assets under management where appropriate What youll bring to the table as an Independent Financial Advisor Level 4 Diploma in Financial Planning or equivalent qualification CAS status or being close to achieving it Previous experience operating in a regulated financial advice environment Strong technical knowledge across pensions and investments A proven ability to deliver compliant, client-focused advice

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Flexible hours with hybrid working If youre an Independent Financial Advisor looking for a role where advice quality, flexibility, and long-term client relationships genuinely come first, this is well worth a conversation. Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application.

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