Independent Financial Advisor

Adecco; Workington; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Bonus structure

Existing client bank

Company leads

Admin support

CPD and development

Investment proposition meeting

Career progression

Annual leave 38 days

Job summary

Adecco is partnering to recruit an experienced Chartered Independent Financial Adviser to join an established West Cumbria advice business. You will manage an existing client portfolio and provide holistic planning across pensions, investments, retirement and protection.

This is a permanent, full-time, hybrid role with a strong focus on client relationships, compliant advice, and ongoing CPD, supported by an existing client bank and company-generated leads.

Qualifications

• Chartered Financial Planner (or actively very close) with independent financial advice experience.
• Client-centric, relationship-led adviser.
• Experience in managing private client portfolios and holistic financial planning.

Responsibilities

• Manage and develop an existing portfolio of private clients.
• Provide holistic advice across pensions, investments, retirement and protection.
• Develop new client relationships from high-quality leads and referrals.
• Maintain FCA-compliant advice standards at all times.
• Work closely with admin and compliance support.

Skills

Chartered Financial Planner

Independent financial advice

Client relationships

Education

Chartered Financial Planner (or near Chartered)

Job description

Independent Financial Advisers

I'm working with a well-established and highly respected accountancy practice that has built a strong reputation for supporting both clients and employees. The business offers a collaborative culture, genuine career development opportunities, and a commitment to delivering exceptional service.

This is a permanent, full time opportunity.

The Opportunity

We are seeking an experienced Chartered (or near-Chartered) Independent Financial Adviser to join our client's established advice business, servicing clients across West Cumbria.

These are fully employed roles with some high-quality existing client bank available, complemented by ongoing, structured lead flow. The successful advisers will focus on delivering holistic financial planning, building long-term client relationships, and growing recurring income in a supportive, advice-led environment.

The Role

• Manage and develop an existing portfolio of private clients
• Provide holistic advice across pensions, investments, retirement and protection
• Develop new client relationships from high-quality leads and referrals
• Maintain FCA-compliant advice standards at all times
• Work closely with admin and compliance support

The Person

• Chartered Financial Planner (or actively very close)
• Experienced in independent financial advice
• Client-centric, relationship-led adviser
• Existing client relationships advantageous but not essential
• Comfortable working across a regional / hybrid model

Package & Support

• Competitive basic salary with clear bonus structure
• Existing client bank available
• Consistent, company-generated leads
• Full admin support
• Ongoing CPD and professional development
• All advisers are involved in our quarterly Centralised Investment proposition meeting
• Long-term progression and career security

Benefits

• Enhanced annual leave with service, up to a maximum of 38 days including bank holidays.
• Your Birthday off
• Enrolment into Vitality Plus healthcare on completion of probation.
• Company sick pay
• Give a Day to Charity

The Adecco Group UK & Ireland is an Equal Opportunities Employer.