Independent Financial Adviser
other jobs Recruit UK
Added before 3 Days
- England,West Midlands,Staffordshire
- Full Time, Permanent
- £50,000 - £65,000 per annum, negotiable
Job Description:
Job Title: Independent Financial Adviser
Industry: Financial Services
Location: Midlands
Salary: £50,000 - £65,000 basic (higher salary negotiable)
Job Reference: 10147
Job Description:
Recruit UK are working with a Chartered Financial Planning firm seeking an experienced Independent Financial Adviser to take over an established and high-quality client book.
This is an exceptional opportunity to join a small, highly respected firm that prides itself on providing truly client-centric, holistic advice, across the Midlands and beyond.
The firm offers a broad range of services across two divisions:
*A strong, loyal IFA client book offering long-term relationships and ongoing service; and
*A bespoke UHNW proposition with discretionary permissions, offering complex, high-touch financial planning for HNW and UHNW clients.
You’ll be supported by a dedicated Paraplanner and Administrator, ensuring you can focus on client relationships and advice delivery. This is an ideal role for someone who values autonomy, trust, and a grown-up working environment.
Benefits:
*£50,000 – £65,000 basic salary (higher salary negotiable dependent on skills and experience)
*Monthly and annual bonuses
*25 days holiday + bank holidays (rising with service to 30)
*Holiday purchase scheme
*Substantial and longstanding client bank to inherit and service
*Death in Service (DIS)
*Pension contribution
*Hybrid working (minimum 1 day a week in the office)
*Collaborative, non-micromanaged environment
Skills and Experience Required:
*Minimum 2 - 3 years’ experience as an Independent Financial Adviser / Financial Planner
*Level 4 Diploma in Financial Planning (Chartered preferred but not essential)
*Strong client relationship and communication skills
*Technically proficient with a broad understanding of holistic financial planning
*Self-motivated, ethical, and committed to delivering excellent client outcomes
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you:
*Start every journey with a conversation to understand you in-depth
*Provide honest feedback on where you fit in the jobs market
*Use our network to match you to your ideal position – or let you know if you’re already in it
*Take a holistic approach – career happiness goes beyond salary
*Cover the whole UK with regional knowledge
*Never pester you
Additional Information:
Due to the high volume of applications, if you haven’t heard from us within 7 working days, please assume your application was unsuccessful on this occasion. We may retain your details for future opportunities.
Industry: Financial Services
Location: Midlands
Salary: £50,000 - £65,000 basic (higher salary negotiable)
Job Reference: 10147
Job Description:
Recruit UK are working with a Chartered Financial Planning firm seeking an experienced Independent Financial Adviser to take over an established and high-quality client book.
This is an exceptional opportunity to join a small, highly respected firm that prides itself on providing truly client-centric, holistic advice, across the Midlands and beyond.
The firm offers a broad range of services across two divisions:
*A strong, loyal IFA client book offering long-term relationships and ongoing service; and
*A bespoke UHNW proposition with discretionary permissions, offering complex, high-touch financial planning for HNW and UHNW clients.
You’ll be supported by a dedicated Paraplanner and Administrator, ensuring you can focus on client relationships and advice delivery. This is an ideal role for someone who values autonomy, trust, and a grown-up working environment.
Benefits:
*£50,000 – £65,000 basic salary (higher salary negotiable dependent on skills and experience)
*Monthly and annual bonuses
*25 days holiday + bank holidays (rising with service to 30)
*Holiday purchase scheme
*Substantial and longstanding client bank to inherit and service
*Death in Service (DIS)
*Pension contribution
*Hybrid working (minimum 1 day a week in the office)
*Collaborative, non-micromanaged environment
Skills and Experience Required:
*Minimum 2 - 3 years’ experience as an Independent Financial Adviser / Financial Planner
*Level 4 Diploma in Financial Planning (Chartered preferred but not essential)
*Strong client relationship and communication skills
*Technically proficient with a broad understanding of holistic financial planning
*Self-motivated, ethical, and committed to delivering excellent client outcomes
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you:
*Start every journey with a conversation to understand you in-depth
*Provide honest feedback on where you fit in the jobs market
*Use our network to match you to your ideal position – or let you know if you’re already in it
*Take a holistic approach – career happiness goes beyond salary
*Cover the whole UK with regional knowledge
*Never pester you
Additional Information:
Due to the high volume of applications, if you haven’t heard from us within 7 working days, please assume your application was unsuccessful on this occasion. We may retain your details for future opportunities.
Job number 3099924
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Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...