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Self-Employed Adviser; IFA

Job in Honiton, Devon, EX141, England, UK
Listing for: Eden Rose
Full Time, Part Time, Contract position
Listed on 2026-06-15
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 40000 - 50000 GBP Yearly GBP 40000.00 50000.00 YEAR
Job Description & How to Apply Below
Position: Self-Employed Adviser (IFA)

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.

The Role

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

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'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
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