Chartered Independent Financial Adviser – Holistic Planning

Adecco; England; Hybrid; GBP 55,000 - 75,000; Full time

Job summary

Independent Financial Advisers is seeking an experienced Chartered Financial Planner to join our established advice business, servicing clients across West Cumbria. You will manage a growing portfolio of private clients, delivering holistic financial planning and building long-term relationships in a supportive, advice-led environment.

We offer fully employed roles with an existing client bank, consistent lead flow, full admin support and ongoing CPD.

Qualifications

• Chartered Financial Planner (or actively very close) with expertise in pensions, investments, retirement and protection.
• Proven experience in independent financial advice serving private clients.
• Client-centric, relationship-led adviser comfortable with regional/hybrid working.
• Existing client relationships are advantageous but not essential.

Responsibilities

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

Skills

Chartered Financial Planner

Independent financial advice

Client-centric adviser

Regional hybrid work

Existing client relationships

Education

Chartered Financial Planner certification

Job description

Independent Financial Advisers is seeking an experienced Chartered Financial Planner to join our established advice business, servicing clients across West Cumbria. You will manage a growing portfolio of private clients, delivering holistic financial planning and building long-term relationships in a supportive, advice-led environment.

We offer fully employed roles with an existing client bank, consistent lead flow, full admin support and ongoing CPD.