Independent Financial Advisor

Tudor Franklin Independent Financial Advice; Ratby; Hybrid; GBP 40,000 - 64,000; Full time

Benefits offered by this job

Health cashplan

Death in service (3x)

Job summary

Tudor Franklin Independent Financial Advice is seeking an experienced Financial Adviser to join our growing independent practice. You will manage holistic financial planning for clients, from pensions and investments to retirement planning and protection, building trusted relationships from day one.

You’ll enjoy autonomy with support, an existing client bank, paraplanning and admin backing, and high-quality leads to help you grow your book.

Qualifications

• Level 4 Diploma or equivalent in financial planning.
• Proven holistic financial planning experience across pensions, investments, protection and retirement planning.
• Ability to build trust quickly and develop lasting client relationships.
• Strong communication and interpersonal skills; explain complex concepts clearly.
• Commercial mindset with appetite to grow a client bank while maintaining regulatory excellence.
• Autonomy with collaborative team mindset.

Responsibilities

• Provide holistic financial planning advice to clients.
• Develop and grow a personal client bank.
• Maintain regulatory compliance throughout the advisory process.
• Collaborate with the team and business owners on growth strategy.

Skills

Relationship building

Regulatory knowledge

Communication skills

Business development

Autonomy

Education

Level 4 Diploma or equivalent

Job description

Tudor Franklin is a growing independent financial planning firm dedicated to helping people worry less and live more through clear, honest financial advice. Since 2017, we have built a strong reputation for delivering personalised financial planning, exceptional client outcomes, and long-term trusted relationships.

Led by Chartered Associate advisers Bharat and Richard, we provide holistic advice across pensions, investments, retirement planning, inheritance tax and business planning. Our success is built on putting clients first, maintaining the highest professional standards, and creating tailored strategies that help individuals and families achieve their financial goals.

As an ambitious and fast-growing firm, we're now looking for the right adviser to join us on the next stage of our journey and play a key role in shaping the future of the business..

Why Join Us?

• Be the first externally hired Financial Adviser in a highly ambitious, growing independent financial advice firm.
• Play a pivotal role in shaping the future of the business and helping to build a recognised, trusted regional brand.
• Receive an existing client bank from day one, providing an immediate platform for recurring income and relationship building.
• Enjoy the freedom and autonomy to develop and grow your client base your way, without unnecessary corporate constraints.
• Work directly with the business owners and have a genuine voice in the firm's growth strategy and future direction.
• Opportunity to help influence adviser propositions, client service standards, processes and business development initiatives.
• Join a business at an exciting stage of growth where your contribution will be visible, valued and rewarded.
• Benefit from full paraplanning and administrative support, allowing you to focus on client relationships and advice delivery.
• Access to high-quality leads and ongoing support to help accelerate the growth of your client portfolio.
• Build long-term equity in your career by becoming a key figure in the firm's expansion journey.
• Enjoy a collaborative, client-centric culture that prioritises doing the right thing for clients rather than sales targets.
• Flexible working arrangements with a focus on outcomes, trust and work-life balance.
• Clear progression opportunities as the business grows, including potential future leadership and management responsibilities.
• Join a firm committed to delivering truly independent, holistic financial planning and building lasting client relationships.
• Be part of creating something special rather than being another adviser in a large corporate structure.
• Company benefits including health cashplan, 3 x death in service

What We're Looking For

• An experienced Financial Adviser with strong technical knowledge and a genuine passion for delivering high-quality, client-focused financial planning.
• Level 4 Diploma qualified (or equivalent), with a commitment to ongoing professional development and maintaining the highest professional standards.
• Proven experience providing holistic financial planning advice across pensions, investments, protection and retirement planning to help clients achieve their long-term financial objectives.
• An individual who can build trust quickly and develop lasting client relationships through exceptional service and outcomes.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in a clear and engaging manner.
• A commercially minded adviser who is motivated to develop and grow a client bank while maintaining a strong focus on client care and regulatory excellence.
• Comfortable working with a high degree of autonomy whilst contributing positively to a collaborative and supportive team environment.
• Strong organisational skills and attention to detail, ensuring an efficient and compliant advice process from initial enquiry through to ongoing review.
• A desire to play a key role in the growth of a modern, ambitious advice business and help shape its future success.
• Good understanding of UK financial services regulation and compliance requirements.
• Chartered status, working towards Chartered, or holding advanced qualifications would be advantageous but is not essential.

Ideal Candidate

• Entrepreneurial mindset with the ambition to build and grow a successful client bank.
• Excited by the opportunity to join a growing firm where your contribution will have a direct impact on the business's future.
• Looking for more autonomy, influence and long-term career potential than is typically available within larger corporate advice firms.
• Shares our commitment to delivering trusted, relationship-led financial planning that genuinely improves clients' lives.