I am recruiting Financial Advisers — including those at the earlier stages of their adviser career — for a multi-office IFA with a long-established accountancy referral network across the North of England. The firm is onboarding 40 new accountancy partners this year, building a clear and ongoing pipeline of warm leads.
About the firm:
A well-regarded independent financial planning firm with 40 advisers across multiple offices and close to £1 billion client assets. All staff eligible for a £3,600 tax-free annual bonus once they’ve completed probation — equivalent to c. £5,000 gross. The culture is trust-based — there’s no line management structure, and Financial Advisers are trusted to run their own diaries, build their own books and spend time wherever the work is.
The role:
This is a referral-led role with a strong central infrastructure behind it. Research, suitability drafting and digital LoAs are handled centrally — the adviser’s focus is on the client, the meeting, and the introducer relationship. Genuine flexibility on location: 3–4 days from home each week, or office-based in any of the firm’s offices across the North of England.
*Building referral relationships with accountants and solicitors
*Running client meetings across pensions, investments and protection
*Personalising suitability reports prepared by the central research team
*Conducting ongoing reviews as your client bank matures
What you’ll need:
*Around 1 year IFA experience (restricted backgrounds welcome)
*Level 4 Diploma in Regulated Financial Planning plus CAS
*Strong instincts for relationship-building — this is a referral-led model
*Self-motivation — there’s no daily oversight, and that suits some better than others
The package:
*£42,500 (basic + retention bonus), Y1 OTE c. £50,000
*Established advisers earn £150,000–£200,000 once their client bank matures
*26 days’ effective holiday
*Death-in-service, Vitality healthcare
*EV salary sacrifice
*5%/3% pension
*3–4 days from home, or office-based if preferred
Next steps:
If this Financial Adviser role lines up with where you are, apply now or get in touch for a confidential conversation.
Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn’t quite right but you’re considering your next move, I’m always happy to have an off-the-record chat about the market.
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