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Independent Financial Adviser – Client Portfolio (Full‑time)

Astral Recruitment · Horsham

Hybrid Senior 🇬🇧 English

Job description

About the role

We are seeking an experienced Independent Financial Adviser to join a leading Chartered IFA firm in the South East. You will be allocated a full client portfolio that includes high‑net‑worth individuals and will receive dedicated leads, paraplanning and administrative support.

Key responsibilities

  • Manage and grow a portfolio of high‑net‑worth clients, delivering tailored financial advice.
  • Develop new business opportunities through allocated leads and referrals.
  • Collaborate with paraplanners and admin staff to ensure efficient service delivery.
  • Maintain compliance with regulatory standards and firm policies.
  • Provide consultative, solution‑focused advice across investments, pensions and protection.

Required profile

  • Minimum Level 4 Diploma in Financial Advice (or equivalent).
  • Proven experience as an Independent Financial Adviser, preferably serving HNW clients.
  • Consultative approach to client relationships.
  • Based locally around Gatwick/Horsham to attend the office regularly.

Required skills

    What we offer

    • Competitive base salary up to £75,000 per annum, dependent on qualifications.
    • On‑target earnings (OTE) of up to £120,000 including bonus.
    • Generous benefits package and performance‑based bonus.
    • Free on‑site parking.
    • Hybrid working model with flexibility to work remotely part of the week.

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    Published 2 months ago

    12 views · 0 interested

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    Astral Recruitment

    Horsham