Independent Financial Advisor

Eden Rose; East Midlands; On-site; GBP 55,000 - 75,000; Full time

Benefits offered by this job

4% Pension

Electric Car Scheme

Life Insurance

Healthcare

25 days holiday plus bank holidays

Job summary

A reputable financial services firm seeks a CAS Certified Independent Financial Adviser in Derby. The role involves providing comprehensive financial advice across pensions and investments while implementing a growth strategy in a new region. With warm referrals and the chance to build a client base, this position offers autonomy and career growth under a renowned brand. The ideal candidate will have a clear business strategy and strong customer service skills, fitting into a company with ambitions to expand and enhance its wealth management offerings.

Qualifications

• CAS Certified Independent Financial Adviser required.
• Proven business development strategy needed.
• Experience with organic referrals is beneficial.

Responsibilities

• Deliver full-scope financial advice on pensions and investments.
• Implement a strategy to grow the client base in Derby.
• Utilize warm referrals while expanding new business.

Skills

Business development strategy

Customer service skills

Holistic financial advice

Education

CAS Certified Independent Financial Adviser

Job description

£55,000 - £75,000 + 4% Pension + Electric Car Scheme + Life Insurance + Healthcare + 25 days holiday (plus bank holidays and buy back scheme) + Brand New Office

Are you a CAS Financial Adviser with previous IFA experience looking to join a high-growth organisation and take ownership of expanding a new geographical area?

This is a unique opportunity to join a firm with a strong reputation and play a key role in its ambition to become a Top 50 UK law firm. A major part of this strategy is the continued expansion of its Wealth Management and investment offering.

You will be responsible for driving and growing the business across the Derby area through a holistic and consultative approach, delivering full-scope financial advice across pensions, investments, inheritance tax planning and cashflow modelling.

With an existing pipeline of warm, organic referrals, alongside the opportunity to proactively build your own client base, this role offers genuine autonomy and long-term career progression.

This position is perfect for an Independent Financial Adviser with a clear business development strategy who is excited by the prospect of launching and growing a new region under a well-recognised and trusted brand.

The Role:

• Delivering full-scope financial advice across pensions, investments, inheritance tax planning and cashflow modelling
• Implement a business strategy to grow a book of business in Derby
• Organic referrals paired with new business expansion
• Occasionally travel to Nottingham office

The Person:

• CAS Certified Independent Financial Adviser
• A clear and proven business strategy to implement
• Existing client bank is beneficial but not required
• Looking for more responsibility and recognition
• Demonstratable experience of customer service skills