Independent Financial Advisor

JR United Kingdom; Cheltenham; On-site; GBP 45,000 - 100,000; Full time

Job summary

A leading financial network in Cheltenham seeks experienced Independent Financial Advisors to join their independent team. Offering a genuine independent working environment, the role includes comprehensive compliance support and market access, aiming for higher earnings with a supportive network. Ideal for advisors seeking better conditions or looking to transfer their client portfolios.

Benefits

Professional Indemnity Insurance

Quarterly training meetings

Referral fees for introductions

Qualifications

• Seeking experienced Independent Financial Advisors.
• Candidates dissatisfied with current networks preferred.
• Portfolio management experience is beneficial.

Responsibilities

• Join a completely independent team with exceptional support.
• Handle client portfolios with full compliance management.
• Participate in quarterly training meetings.

Skills

Experienced IFAs

Client management

Portfolio management

Education

FCA authorised

Job description

Social network you want to login/join with:

Independent Financial Advisor, cheltenham

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Client:

R Talent Partners

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Join a Leading Network with 25+ Years Success

Our client, an established and financially secure network, is seeking experienced IFAs to join their completely independent team offering genuine independence and exceptional support.

• 19% retention on first £25k, then 12.5% on excess
• Realistic OTE: £45,000 - £100,000+ for established advisers
• £95 monthly fee (waived first 3 months)
• Weekly commission payments
• Whole of market access with all exclusives
• 100% compliance support - we handle everything
• 2-year clawback period (4-year with some providers)

What We Offer:

• Full regulatory and compliance management
• Professional Indemnity Insurance (low excess)
• Modern online systems (24/7 access)
• Quarterly training meetings
• Electronic file storage and archiving

Perfect For:

• Experienced IFAs seeking better support
• Those dissatisfied with current networks
• Advisers wanting true independence
• Portfolio managers looking to build/transfer their client bank
• Self-employed or Limited Company basis

About Our Client:

• FCA authorised network since 1992
• Financially secure (own premises, no debt)
• Whole of market philosophy
• Proven track record of adviser success

Additional Benefits:

• Referral fees for successful IFA introductions

Ready for genuine independence with unparalleled support?

We offer confidential discussions and can arrange immediate interviews.