Independent Financial Adviser
Overview
Knutsford, United Kingdom | Posted on 05/02/2026
Salary - £40,000 - £50,000 + bonus structure based on a balanced revenue and client outcomes. Location – WA16.
Our client is redefining what it means to be a leader in wealth management and financial advice. Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions.
They are currently recruiting an experienced Independent Financial Adviser/ Financial Planner to join their growing team based at their head office in Knutsford, Cheshire.
The successful candidate will have the opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.
You will have the opportunity to be part of a team delivering truly great financial planning advice to their varied range of clients, working closely with all the financial planners and paraplanners.
This is a great opportunity to take your career to the next level within a very successful IFA practice which is committed to providing new and existing clients with exceptional service.
Key responsibilities- Investment and portfolio construction
- Cashflow planning and modelling
- Pension and retirement planning
- Inheritance tax and estate planning
- Business investment and protection
- Capital protection
- Life planning and goal setting
- Ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting the relationship with professional partners across legal, tax, probate and accountancy disciplines
- Exceptional relationship management skills and a technically strong Diploma qualified Adviser
- Ambitious and focused individual with a passion for financial services and a long-term career orientation
- Proven track record of achievement demonstrating commitment to providing high-quality advice and service to clients
- Collaborative approach with client-focused and results-orientated business interactions
- Experience in providing holistic financial advice to personal clients
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