IFA

TEMPLEGATE RECRUITMENT; East Midlands; Hybrid; GBP 36,000 - 45,000; Full time

Benefits offered by this job

Uncapped commission with no threshold

Warm review opportunities and existing

client opportunities

Advice opportunities across pensions,

Bank Holidays 20 days leave

Annual leave entitlement each year

Pension scheme

Hybrid working after six months

Free on-site parking

Job summary

Templegate Recruitment is seeking an Employed Financial Adviser in Derby. The role offers a base salary of £36,000–£45,000 with uncapped commission, plus a hybrid working model after probation.

You will provide holistic financial planning and build lasting client relationships while leveraging internal systems to deliver compliant, quality advice. The position suits a motivated adviser early in their career, aiming to grow earnings and develop within a supportive, entrepreneurial firm with

Qualifications

• Level 4 Diploma in Financial Planning is essential.
• Previous experience as a Financial Adviser, ideally around one year or more.
• Strong communication and relationship-building skills.
• Commercially minded with a genuine desire to grow earnings and develop within the business.
• Self-motivated, ambitious, and driven to succeed.
• Comfortable managing your own administration and workflow.
• Professional, personable, and client-focused approach.
• Ability to work independently while contributing positively to a close-knit team environment.

Responsibilities

• Provide holistic financial planning advice to clients.
• Conduct client review meetings and identify suitable advice opportunities.
• Advise across pensions, investments, protection, and mortgage solutions.
• Build and maintain strong, long-term client relationships.
• Generate new business opportunities through client engagement and referrals.
• Manage the end-to-end advice process, including fact-finding and implementation.
• Complete your own administration and pre-planning activities using internal systems.
• Maintain regulatory compliance and high professional standards at all times.
• Contribute to the continued growth and success of the business.

Skills

Communication skills

Relationship-building

Independent worker

Client-focused

Sales-minded

Education

Level 4 Diploma in Financial Planning

Job description

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Employed Financial Adviser

Location:

Derby (Office-Based Initially, Hybrid Working Available After Successful Probation Period)

Salary:

£36,000 - £45,000 Basic Salary + Uncapped Commission

Benefits:

• Uncapped commission with no threshold
• Warm review opportunities and existing client opportunities
• Advice opportunities across pensions, investments, protection, and mortgages
• 20 days annual leave plus Bank Holidays
• Additional annual leave entitlement awarded for each completed year of service
• Workplace pension scheme
• Supportive and growing business environment
• Hybrid working available after approximately six months, subject to performance and business needs
• Free on-site parking

About the Company:

Our client is a growing and established financial planning business based in Derby, providing advice across pensions, investments, protection, and mortgages.

This opportunity is ideal for a motivated Financial Adviser in the early stages of their advisory career who is looking to develop their client relationships, increase their earnings, and build a long-term career within a supportive and entrepreneurial environment.

The business operates a streamlined and efficient model, allowing advisers to focus on delivering quality client outcomes while managing their own advice process with the support of established internal systems and processes.

Key Responsibilities:

• Provide holistic financial planning advice to clients
• Conduct client review meetings and identify suitable advice opportunities
• Advise across pensions, investments, protection, and mortgage solutions
• Build and maintain strong, long-term client relationships
• Generate new business opportunities through client engagement and referrals
• Manage the end-to-end advice process, including fact-finding, suitability discussions, and implementation
• Complete your own administration and pre-planning activities using the firm's internal systems
• Maintain regulatory compliance and high professional standards at all times
• Contribute to the continued growth and success of the business

What We're Looking For:

• Level 4 Diploma in Financial Planning (essential)
• Previous experience as a Financial Adviser, ideally around one year or more in an advisory role
• Strong communication and relationship-building skills
• Commercially minded with a genuine desire to grow earnings and develop within the business
• Self-motivated, ambitious, and driven to succeed
• Comfortable managing your own administration and workflow
• Professional, personable, and client-focused approach
• Ability to work independently while contributing positively to a close-knit team environment

Desirable Skills:

• Experience advising on pensions, investments, protection, and mortgages
• Previous experience within a wealth management or financial planning environment
• Exposure to telephone-based advice models
• Experience working within a sales-focused advisory role
• Background with major financial advice firms, including St. James's Place (SJP), will be considered