Independent Financial Advisor

Eden Rose; Loughborough; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

An established financial planning firm in Loughborough is searching for an experienced Independent Financial Adviser. The role entails providing comprehensive financial advice across various domains while nurturing existing client relationships and developing new ones. The successful candidate will enjoy a competitive salary, bonuses linked to performance, and opportunities for career growth within a reputable company.

Benefits

Competitive salary

Bonus structure linked to performance

Long-term career development

Qualifications

• Minimum of 5 years' experience as an Independent Financial Adviser.
• Proven ability to generate referrals.
• Experience servicing existing clients.

Responsibilities

• Provide holistic financial advice across pensions, investments, and tax-efficient planning.
• Service existing clients and generate new referrals.
• Contribute to the firm's long-term growth.

Skills

Strong technical knowledge in pensions

Client-centric approach

Proven ability to build relationships

Experience in investments

Tax planning

Job description

Overview

An established and highly regarded independent financial planning firm is seeking an experienced Independent Financial Adviser to join their team in Loughborough. This is a fantastic opportunity for a proven adviser to step into a supportive and professional environment, working with an existing client base while also developing their own portfolio.

Role

• Provide holistic financial advice across pensions, investments, and tax-efficient planning.
• Initially office-based full time for the first 6 months; thereafter, flexibility to work 1 day per week from home.
• Service existing clients while also bringing a client following and generating new referrals.
• Contribute to the firm's long-term growth and reputation.

What We're Looking For

• Minimum of 5 years' experience as an Independent Financial Adviser.
• Strong technical knowledge in pensions, investments, and tax planning.
• A client-centric approach with proven ability to build and maintain long-term relationships.
• Ideally able to bring a client following, alongside the ability to generate referrals.

Rewards & Benefits

• Competitive basic salary, tailored to the quality and experience of the successful candidate.
• Bonus structure linked to performance and contribution, with flexibility to reflect the value you bring.
• Opportunity to work with both inherited and self-generated clients.
• Long-term career development within a stable and respected business.

This is an excellent role for a senior adviser looking for autonomy, career stability, and the ability to genuinely influence a growing independent firm