Independent Financial Adviser

Bond Recruitment; Knutsford; Remote; GBP 40,000 - 50,000; Full time

Job summary

Bond Recruitment is supporting a wealth management client seeking an Independent Financial Adviser/Financial Planner to join a growing team. The role is remote, with the head office based in Knutsford, Cheshire, offering a flexible environment and strong support for ongoing professional learning.

The successful candidate will provide comprehensive financial planning services across a diverse client base, aided by the firm’s training support and a collaborative culture.

Qualifications

• Qualified Adviser with Chartered status and solid financial services track record.
• Strong relationship management and client service orientation.
• Proactive, ambitious, and committed to long-term career in wealth management.
• Willingness to learn with training costs covered by the company.

Responsibilities

• Investment and portfolio construction
• Cashflow planning and modelling
• Pension and retirement planning
• Inheritance tax and estate planning
• Business investment and protection
• Capital protection
• Life planning and goal setting
• Carry out ongoing investment reviews and progress toward goals
• Support relationships with legal, tax, probate and accountancy partners

Skills

Relationship management

Portfolio construction

Financial planning

Education

Chartered Financial Planner

Job description

Job Description

This is a remote position.

Our client is redefining what it means to be a leader in wealth management and financial advice. Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions.

They are currently recruiting an experienced Independent Financial Adviser/ Financial Planner to join their growing team based at their head office in Knutsford, Cheshire.

The successful candidate will have the opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.

You will have the opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners and paraplanners.

This is a great opportunity to take your career to the next level within a very successful IFA practice which is committed to providing new and existing clients with exceptional service.

Key responsibilities

• Investment and portfolio construction
• Cashflow planning and modelling
• Pension and retirement planning
• Inheritance tax and estate planning
• Business investment and protection
• Capital protection
• Life planning and goal setting

You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationship with our professional partners across legal, tax, probate and accountancy disciplines.

Salary - £40,000 - £50,000 + bonus structure based on a balanced revenue and client outcomes

Location – WA16

Requirements

About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.