Independent Financial Adviser
other jobs Recruit UK
Added before 6 Days
- England,South East,Buckinghamshire
- Full Time, Permanent
- £45,000 - £65,000 per annum
Job Description:
Job Title: Independent Financial Adviser
Industry: Financial Planning
Location: Buckinghamshire
Salary: Up to £65,000
Job Reference: 10164
Job Description:
Recruit UK is working with a well-established independent financial planning firm seeking an Independent Financial Adviser to join their team in Buckinghamshire.
This role involves providing holistic financial advice to new and existing clients, managing and developing client relationships, and delivering a high-quality ongoing service. You will work within a supportive and compliant environment, with access to internal resources to help you focus on client outcomes and business development.
Key Responsibilities:
• Provide independent advice across pensions, investments and protection
• Manage and develop an existing portfolio of clients
• Build new relationships through professional connections and referrals
• Ensure advice meets FCA and internal compliance standards
• Maintain SPS and complete ongoing CPD requirements
Skills and Experience Required:
• Level 4 Diploma qualified and holding a valid SPS
• Experience providing regulated financial advice
• Strong understanding of FCA regulations and suitability requirements
• Confident managing client relationships and delivering tailored advice
• Professional, organised and able to work independently
Benefits:
• Salary up to £65,000
• Supportive infrastructure and compliance framework
• Established firm with strong values and reputation
• Ongoing professional development
About Recruit UK:
As specialists in financial services recruitment, we provide expert insight and access to a wide network across the UK financial planning market. We are committed to understanding your goals and matching you with the right opportunity
Industry: Financial Planning
Location: Buckinghamshire
Salary: Up to £65,000
Job Reference: 10164
Job Description:
Recruit UK is working with a well-established independent financial planning firm seeking an Independent Financial Adviser to join their team in Buckinghamshire.
This role involves providing holistic financial advice to new and existing clients, managing and developing client relationships, and delivering a high-quality ongoing service. You will work within a supportive and compliant environment, with access to internal resources to help you focus on client outcomes and business development.
Key Responsibilities:
• Provide independent advice across pensions, investments and protection
• Manage and develop an existing portfolio of clients
• Build new relationships through professional connections and referrals
• Ensure advice meets FCA and internal compliance standards
• Maintain SPS and complete ongoing CPD requirements
Skills and Experience Required:
• Level 4 Diploma qualified and holding a valid SPS
• Experience providing regulated financial advice
• Strong understanding of FCA regulations and suitability requirements
• Confident managing client relationships and delivering tailored advice
• Professional, organised and able to work independently
Benefits:
• Salary up to £65,000
• Supportive infrastructure and compliance framework
• Established firm with strong values and reputation
• Ongoing professional development
About Recruit UK:
As specialists in financial services recruitment, we provide expert insight and access to a wide network across the UK financial planning market. We are committed to understanding your goals and matching you with the right opportunity
Job number 3411733
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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% ...