Independent Financial Advisor: Holistic Wealth & Growth

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

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