Independent Financial Adviser

About the role

Our client, a respected independent financial planning firm, is expanding and seeks two experienced advisers to join a growing team. The role offers flexible remote working while also allowing face‑to‑face client meetings in the field.

Key responsibilities

• Inherit, manage and develop a small portfolio of existing private and corporate clients.
• Conduct timely client reviews and provide advice on pensions, investments, protection and retirement planning.
• Proactively pursue incoming leads and convert them into new business.
• Develop relationships with corporate and workplace pension schemes to generate additional opportunities.
• Deliver new‑business and existing‑client meetings within a compliant framework.
• Collaborate closely with paraplanning, support and compliance teams.

Required profile

• Qualified adviser holding CAS status with a blended skill set across pensions, investments, protection and retirement.
• Proven experience managing client portfolios and converting leads into revenue.
• Ability to work independently, remotely and on‑site as required.
• Motivation to progress within a fast‑growing, client‑focused practice.

Required skills

• Financial planning
• Pension advice
• Investment advice
• Protection and retirement planning

What we offer

• Competitive salary range £50,000‑£70,000 per year.
• Remote working flexibility with occasional field work.
• Strong career progression and earnings potential.