IFA

Templegate Recruitment

Specialist Recruiters in Financial Services

Employed Financial Adviser

Derby (Office-Based Initially, Hybrid Working Available After Successful Probation Period)

£36,000 - £45,000 Basic Salary + Uncapped Commission

• Uncapped commission with no threshold
• Warm review opportunities and existing client opportunities
• Advice opportunities across pensions, investments, protection, and mortgages
• 20 days annual leave plus Bank Holidays
• Additional annual leave entitlement awarded for each completed year of service
• Workplace pension scheme
• Supportive and growing business environment
• Hybrid working available after approximately six months, subject to performance and business needs
• Free on-site parking

Our client is a growing and established financial planning business based in Derby, providing advice across pensions, investments, protection, and mortgages.

This opportunity is ideal for a motivated Financial Adviser in the early stages of their advisory career who is looking to develop their client relationships, increase their earnings, and build a long-term career within a supportive and entrepreneurial environment.

The business operates a streamlined and efficient model, allowing advisers to focus on delivering quality client outcomes while managing their own advice process with the support of established internal systems and processes.

• Provide holistic financial planning advice to clients
• Conduct client review meetings and identify suitable advice opportunities
• Advise across pensions, investments, protection, and mortgage solutions
• Build and maintain strong, long-term client relationships
• Generate new business opportunities through client engagement and referrals
• Manage the end-to-end advice process, including fact-finding, suitability discussions, and implementation
• Complete your own administration and pre-planning activities using the firm's internal systems
• Maintain regulatory compliance and high professional standards at all times
• Contribute to the continued growth and success of the business

• Level 4 Diploma in Financial Planning (essential)
• Previous experience as a Financial Adviser, ideally around one year or more in an advisory role
• Strong communication and relationship-building skills
• Commercially minded with a genuine desire to grow earnings and develop within the business
• Self-motivated, ambitious, and driven to succeed
• Comfortable managing your own administration and workflow
• Professional, personable, and client-focused approach
• Ability to work independently while contributing positively to a close-knit team environment

• Experience advising on pensions, investments, protection, and mortgages
• Previous experience within a wealth management or financial planning environment
• Exposure to telephone-based advice models
• Experience working within a sales-focused advisory role
• Background with major financial advice firms, including St. James's Place (SJP), will be considered