Independent Financial Advisor

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Direct message the job poster from Empresaria Group plc

Looking for candidates based in Buckinghamshire/Bedfordshire/Hertfordshire/North London (Remote with Client Visits)

Client based in: Bedfordshire (Remote)

An excellent opportunity for a client-focused Independent Financial Advisor to join a growing, directly authorized firm in Bedfordshire. You'll inherit an active client portfolio and have the freedom to build your own, with full support and flexibility. The role involves providing tailored advice on pensions, investments, savings, and protection while maintaining strong, long-term relationships. This remote-based position offers autonomy, with occasional client visits, within a team that values integrity, transparency, and client satisfaction—giving you the tools to thrive.

Key Responsibilities:

• Provide high-quality, independent financial advice to a varied client base
• Manage and nurture an existing portfolio with a focus on retention
• Generate new business through referrals and networking
• Maintain a compliant, client-first approach to all advisory work

Requirements:

• Level 4 Diploma in Financial Planning (or equivalent)
• Minimum 5 years’ experience as an IFA with CAS status
• Proven ability to grow a client base through business development
• Comfortable with virtual client engagement and confident using digital tools

If you’re seeking a role that combines independence, support, and long-term opportunity, we’d love to hear from you.

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

• Job function Finance

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