Independent Financial Advisor

Wealthlink Recruitment Ltd; East Midlands; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Equity options

Ongoing professional development

Job summary

Friar Gate Independent Financial Services is expanding and seeks two experienced Independent Financial Advisers to join our growing team. You will provide truly independent, holistic financial advice to a high-quality client base, manage part of our client bank and build your own pipeline through referrals and introducer relationships.

You will run client meetings and reviews, research suitable solutions, produce robust suitability reports, and maintain compliant records while growing existing

Qualifications

• FCA-recognised qualification and SPS are required.
• Proven client-facing track record as a financial adviser.
• Strong technical knowledge and ability to explain it simply.
• Experience in retirement, pensions, investment and tax-aware planning (HNW/complex cases a plus).
• Chartered status valued.

Responsibilities

• Run client meetings and reviews to identify client needs.
• Research solutions and present clear, well-evidenced recommendations.
• Produce high-quality suitability reports and maintain compliant records.
• Grow existing relationships and spot further planning opportunities.
• Develop new business through networking and introducers.

Skills

Client meetings

Relationship management

Networking

Business development

Communication

Education

FCA-recognised qualification

SPS qualification

Job description

We're hiring 2 experienced Independent Financial Advisers

Want to build long-term client relationships rather than just service an inherited book? Friar Gate Independent Financial Services is growing, and we'd like to hear from you.

About the role

You'll give truly independent, holistic financial advice to a high-quality client base. You'll manage part of our existing client bank and build your own pipeline through referrals, professional connections and introducer relationships.

You’ll be:

• Running client meetings and reviews, and working out what clients want from their financial planning
• Researching solutions and presenting clear, well-evidenced recommendations
• Producing high-quality suitability reports and keeping compliant records
• Growing existing relationships and spotting further planning opportunities
• Developing new business through networking and professional introducers
• An FCA-recognised qualification and a current SPS
• A proven client-facing track record as a financial adviser
• Strong technical knowledge, plus the ability to explain it simply
• Experience in retirement, pensions, investment and tax-aware planning (HNW and complex cases are a plus)
• Commercial awareness without compromising client outcomes
• High standards of compliance and professional conduct

Chartered or not, we want to hear from you. Chartered status is highly valued. We're equally interested in experienced advisers who can show the technical competence and client skills to work at a high standard.

Our approach to competence

Every new adviser, Chartered advisers included, joins our Training & Competence framework. It covers technical, case-study and file assessment, with supportive supervision until you're signed off. We think doing this properly protects our clients and you.

What we offer

• Competitive salary [£60,000–£80,000 + bonus, depending on experience, qualifications and contribution
• Equity options
• Ongoing professional development [and exam support]
• A supportive, high-performance independent firm with real room to grow