Chartered IFA: Holistic Financial Planning & Growth

Adecco; Workington; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Bonus structure

Existing client bank

Company leads

Admin support

CPD and development

Investment proposition meeting

Career progression

Annual leave 38 days

Job summary

Adecco is partnering to recruit an experienced Chartered Independent Financial Adviser to join an established West Cumbria advice business. You will manage an existing client portfolio and provide holistic planning across pensions, investments, retirement and protection.

This is a permanent, full-time, hybrid role with a strong focus on client relationships, compliant advice, and ongoing CPD, supported by an existing client bank and company-generated leads.

Qualifications

• Chartered Financial Planner (or actively very close) with independent financial advice experience.
• Client-centric, relationship-led adviser.
• Experience in managing private client portfolios and holistic financial planning.

Responsibilities

• 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.

Skills

Chartered Financial Planner

Independent financial advice

Client relationships

Education

Chartered Financial Planner (or near Chartered)

Job description

Adecco is partnering to recruit an experienced Chartered Independent Financial Adviser to join an established West Cumbria advice business. You will manage an existing client portfolio and provide holistic planning across pensions, investments, retirement and protection.

This is a permanent, full-time, hybrid role with a strong focus on client relationships, compliant advice, and ongoing CPD, supported by an existing client bank and company-generated leads.