Independent Financial Adviser - UK

Trinity Capital Partners; Full Sutton; Hybrid; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Competitive earnings

Paraplanning support

Independent autonomy

Flexible working

Job summary

Trinity Capital Partners is seeking an Independent Financial Adviser (IFA) to join our client‑first team. You’ll work with the whole market and rely on admin, compliance, and research support to focus on delivering tailored financial guidance.

You’ll meet with clients to understand needs, provide clear advice across investments, pensions, and tax-efficient strategies, and stay compliant with FCA regulations while building long‑term relationships.

Qualifications

• Level 4 Diploma in Financial Planning (minimum) – Chartered status a bonus.
• Solid experience as an IFA or Financial Adviser in the UK.
• Up-to-date knowledge of FCA regulations and compliance standards.
• Strong interpersonal skills and ability to communicate complex ideas clearly.
• Self-motivated, organised and able to manage your own diary.

Responsibilities

• Meet with clients to assess financial needs and risk appetite.
• Provide compliant, tailored advice across investments and pensions.
• Conduct market research to recommend suitable products.
• Maintain long-term client relationships with regular communication.
• Stay updated on regulatory changes to keep advice compliant.

Skills

Interpersonal skills

Diary management

Education

Level 4 Diploma in Financial Planning

Job description

Location: UK (Flexible – Hybrid / Remote options available)

Company: Trinity Capital Partners

At Trinity Capital Partners, we believe financial advice should be personal, transparent, and built around long-term trust. We work closely with our clients to understand not just their money, but their goals, ambitions, and the life they want to create.

We’re looking for an Independent Financial Adviser (IFA) who shares our commitment to putting clients first. You’ll have the freedom to work with the whole of the market, supported by a team who will take care of the admin, compliance, and research, leaving you to focus on doing what you do best – helping clients make confident financial decisions.

What You’ll Be Doing

• Meeting with new and existing clients to understand their financial needs, objectives, and risk appetite.
• Providing clear, compliant, and tailored financial advice across investments, pensions, retirement planning, protection, and tax-efficient strategies.
• Conducting in-depth market research to recommend the most suitable products and solutions.
• Maintaining strong, long-term client relationships built on trust and regular communication.
• Staying on top of industry and regulatory changes to ensure advice remains relevant and compliant.

What We’re Looking For

• Level 4 Diploma in Financial Planning (minimum) – Chartered status a bonus.
• Solid experience as an IFA or Financial Adviser in the UK market.
• Up-to-date knowledge of FCA regulations and compliance standards.
• Strong interpersonal skills – able to build rapport quickly and communicate complex ideas clearly.
• Self-motivated, organised, and comfortable managing your own diary.

Why join Trinity Capital Partners?

• Competitive, uncapped earnings potential.
• Administrative and paraplanning support – so you can focus on clients.
• Full independence – no restricted panels.
• Flexible working – choose the mix of remote and office that works for you.
• A collaborative team culture where your ideas are valued.

If you’re an experienced IFA looking for the freedom to truly act in your clients’ best interests, with the backing of a supportive and forward-thinking firm, we’d love to hear from you.

0161 537 2228 [e-mail]

1 Balloon Street, Manchester, M4 4BE 51 Lime Street, London EC3M 7DQ

Trinity Capital Partners is a trading style of Trinity Global Capital UK whom is registered in England and Wales no. 06910409. Authorised and regulated by the Financial Conduct Authority. Trinity Global Capital UK is entered on the Financial Services Register https://register.fca.org.uk/ under 523393.

Risk Warning: Investments carry a level of risk and may not be suitable for all investors. There is a possibility that you may lose your initial investment. Therefore, you should not risk more than you can afford to lose.

You should not carry out any transaction in any financial instruments unless you are fully aware of their nature, risks involved and the extent of your exposure to these risks. If you do not fully understand the risks involved, please seek independent advice.

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