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This job expired on 28/09/2026. It no longer accepts applications.
Financial Adviser – Holistic Planning (Hybrid)
WEALTHLINK RECRUITMENT LTD · Saffron Walden
Job description
About the role
We are partnering with an Independent Financial Adviser (IFA) in Saffron Walden that specialises in holistic financial planning. The successful candidate will inherit an existing client book from a retiring adviser and be responsible for expanding the practice.
Key responsibilities
- Take over and manage a portfolio of existing clients.
- Generate new business by pursuing client leads and building professional relationships.
- Provide advice across investments, pensions, inheritance tax, estate planning and protection.
- Maintain compliance with UK regulated financial advice standards.
Required profile
- Level 4 diploma qualified or higher.
- Proven experience delivering regulated financial advice in the UK.
- CAS status is desirable but not mandatory.
- Based within a reasonable commuting distance to Saffron Walden.
Required skills
What we offer
- Salary up to £80,000 DOE.
- Competitive bonus scheme.
- Hybrid working model.
- Up to 27 days annual leave plus bank holidays.
- Full administrative and paraplanning support.
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WEALTHLINK RECRUITMENT LTD
Saffron Walden