Independent Financial Adviser

Independent Financial Adviser

Cookham | Home-based/Remote with office access | Employed or Self-employed

Salary up to £75,000

Are you an experienced Independent Financial Adviser looking to grow within a progressive, planning-led wealth management firm? This is your opportunity to join a team that genuinely puts clients first—delivering comprehensive financial planning advice that guides clients towards financial independence.

Working from home with flexible access to the Cookham office, you'll build long-term client relationships and develop new business through networking, referrals, and company-led initiatives. If you're driven by client outcomes and committed to becoming an integral part of a growing advisory business, we want to hear from you.

As our Independent Financial Adviser, your core responsibilities will include:

• Conducting in-depth financial planning reviews, analysing clients' circumstances and preparing bespoke reports across all areas of advice
• Keeping clients and introducers updated on market changes, new products, and legislation affecting their planning
• Growing new business through personal development, referrals, lead generation and effective networking with professionals and introducers
• Meeting clients face-to-face (at home, office, or business premises) and virtually via Microsoft Teams to understand their evolving needs
• Maximising marketing opportunities via social media and professional networking to build your personal brand
• Delivering accurate management information and maintaining strong client and introducer relationships through seminars and regular contact

• Diploma in Regulated Financial Planning (or FCA-approved equivalent) with CF30 status maintained
• Proven experience as a financial adviser with a track record of building and managing a client base
• Demonstrated success in attracting new clients through networking, business development and referral generation

• Client-centric and genuinely committed to doing the right thing—this isn't just a slogan, it's how we work
• Articulate, well‑presented and professional with excellent interpersonal skills and approachability
• Confident with IT and digital tools; comfortable with virtual communication and the latest advisory platforms
• Strategic in your approach to business development and capable of building relationships with a range of client types—entrepreneurs, business owners, professionals and retail clients

This role comes with genuine support for your business development and future value creation:

• End‑to‑end in‑house support—full DIS, paraplanning, and administration teams backing your client work
• A trusted brand with a compelling proposition and strong reputation in the market
• Consultative marketing support and access to the firm's lead generation programme
• XPlan as your platform of choice for efficient, cost‑effective client solutions
• Established Practice Buy Out option on exit—build equity as you grow your client base
• Ongoing learning and development in a firm culture that values continuous improvement