Independent Financial Advisor

Pure Resourcing Limited; Greater London; On-site; GBP 50,000 - 80,000; Full time

Job summary

Join a well-respected financial services firm as an Independent Financial Adviser (IFA) and leverage your expertise to provide tailored financial planning solutions. This role offers a competitive basic salary of up to £50k, with uncapped earning potential reaching £80k+. You will work with an established client base, ensuring high-quality financial advice and maintaining strong relationships. With a focus on integrity and professionalism, this firm provides a supportive environment for career growth and success. If you're results-driven and passionate about client outcomes, this opportunity is perfect for you.

Benefits

Flexible working options

Established client base

Long-term career progression

Qualifications

• Full Level 4 Diploma in Financial Advice is essential.
• Proven track record in delivering financial advice and achieving results.

Responsibilities

• Conduct in-depth financial reviews and assess client goals.
• Onboard new members and provide tailored investment advice.
• Maintain strong client relationships with ongoing guidance.

Skills

Financial Advice

Client Relationship Management

Communication Skills

Analytical Skills

Education

Level 4 Diploma in Financial Advice (DipFA)

Tools

Finplan CRM

Job description

2 days ago Be among the first 25 applicants

Pure Resourcing Limited provided pay range

This range is provided by Pure Resourcing Limited. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Pure Resourcing Limited

Salary: Up to £50k basic + Uncapped OTE of £80k+

Our client is a well-respected financial services firm, offering tailored financial planning solutions across mortgages, investments, savings, and pensions. With nearly 20 years of success and a loyal client base, they are now looking for a dynamic Independent Financial Adviser (IFA) to join their team.

This is a fantastic opportunity to work with high-quality existing clients while benefiting from a strong support structure and the ability to grow your own portfolio. If you are a results-driven professional who puts client outcomes first, this role offers significant earning potential in a supportive and professional environment.

Responsibilities:

• Conduct in-depth financial reviews with existing clients, assessing their circumstances and long-term goals.
• Onboard new members into an existing large SIPP and provide tailored investment and pension advice.
• Analyse client needs, create suitable financial plans, and deliver high-quality recommendations.
• Complete risk profiles, fact-finds, and suitability reports using Finplan CRM.
• Stay up to date with financial products, legislation, and regulatory changes to provide informed advice.
• Maintain strong client relationships by offering ongoing guidance, reviews, and updates on new products or legislative changes.

What We’re Looking For:

• Full Level 4 Diploma in Financial Advice (DipFA) required.
• Proven track record of delivering high-quality financial advice and achieving results.
• A strong work ethic and a client-first mindset.
• Excellent communication skills with a confident telephone manner.
• A professional and polished appearance, reflecting the high standards of the firm.

What’s on Offer?

• A basic salary of up to £50k (dependent on experience).
• Uncapped earning potential – OTE £80k+.
• Flexible working options available for the right candidate.
• Established, loyal client base to engage with from day one.
• Long-term career progression within a respected financial services firm.

Why Join?

This is an opportunity to work with a firm that values integrity, professionalism, and long-term client relationships.

Whether you’re looking to grow your career, increase your earnings, or take on a new challenge, this role offers the platform and support you need to thrive.

Additional Details:

• Seniority level: Associate
• Employment type: Full-time
• Job function: Sales and Business Development

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Locations include Guildford, Surrey, Leatherhead, Dorking, Redhill, Staines-Upon-Thames, Reigate, and Woking, among others.

Additional roles in financial accounting, advisory services, and aviation are also listed.