Independent Financial Adviser - Growth & Training Support

Bond Recruitment; United States; Remote; USD 53,000 - 67,000; Full time

Job summary

Bond Recruitment is seeking an experienced Independent Financial Adviser/Financial Planner to join their client’s team at the head office in Knutsford, Cheshire. The role offers a supportive environment with funded technical qualifications and training costs, plus a structured bonus based on revenue and client outcomes.

You will deliver expert financial planning advice to a varied client base, collaborating with fellow planners and paraplanners to provide exceptional service and progression

Responsibilities

• Investment and portfolio construction
• Cashflow planning and modelling
• Pension and retirement planning
• Inheritance tax and estate planning
• Business investment and protection
• Capital protection
• Life planning and goal setting
• Carrying out ongoing investment reviews and progress checks

Skills

Investment planning

Pension planning

Cashflow modelling

Estate planning

Financial advice

Job description

Bond Recruitment is seeking an experienced Independent Financial Adviser/Financial Planner to join their client’s team at the head office in Knutsford, Cheshire. The role offers a supportive environment with funded technical qualifications and training costs, plus a structured bonus based on revenue and client outcomes.

You will deliver expert financial planning advice to a varied client base, collaborating with fellow planners and paraplanners to provide exceptional service and progression