Independent Financial Advisor

Independent Financial Advisers

I'm working with a well-established and highly respected accountancy practice that has built a strong reputation for supporting both clients and employees. The business offers a collaborative culture, genuine career development opportunities, and a commitment to delivering exceptional service.

This is a permanent, full time opportunity.

We are seeking an experienced Chartered (or near‑Chartered) Independent Financial Adviser to join our client's established advice business, servicing clients across West Cumbria.

These are fully employed roles with some high‑quality existing client bank available, complemented by ongoing, structured lead flow. The successful advisers will focus on delivering holistic financial planning, building long‑term client relationships, and growing recurring income in a supportive, advice‑led environment.

• Manage and develop an existing portfolio of private clients
• Provide holistic advice across pensions, investments, retirement and protection
• Develop new client relationships from high‑quality leads and referrals
• Maintain FCA‑compliant advice standards at all times
• Work closely with admin and compliance support

• Chartered Financial Planner (or actively very close)
• Experienced in independent financial advice
• Client‑centric, relationship‑led adviser
• Existing client relationships advantageous but not essential
• Comfortable working across a regional / hybrid model

• Competitive basic salary with clear bonus structure
• Existing client bank available
• Consistent, company‑generated leads
• Full admin support
• Ongoing CPD and professional development
• All advisers are involved in our quarterly Centralised Investment proposition meeting
• Long‑term progression and career security

• Enhanced annual leave with service, up to a maximum of 38 days including bank holidays.
• Your Birthday off
• Enrolment into Vitality Plus healthcare on completion of probation.
• Company sick pay
• Give a Day to Charity