Independent Financial Advisers
I’m working with a well-established and highly respected accountancy practice that has built a strong reputation for supporting both clients and employees. The business offers a collaborative culture, genuine career development opportunities, and a commitment to delivering exceptional service.
This is a permanent, full time opportunity.
The Opportunity
We are seeking an experienced Chartered (or near-Chartered) Independent Financial Adviser to join our client’s established advice business, servicing clients across West Cumbria.
These are fully employed roles with some high-quality existing client bank available, complemented by ongoing, structured lead flow. The successful advisers will focus on delivering holistic financial planning, building long-term client relationships, and growing recurring income in a supportive, advice-led environment.
The Role
- Manage and develop an existing portfolio of private clients
- Provide holistic advice across pensions, investments, retirement and protection
- Develop new client relationships from high-quality leads and referrals
- Maintain FCA-compliant advice standards at all times
- Work closely with admin and compliance support
The Person
- Chartered Financial Planner (or actively very close)
- Experienced in independent financial advice
- Client-centric, relationship-led adviser
- Existing client relationships advantageous but not essential
- Comfortable working across a regional / hybrid model
Package & Support
- Competitive basic salary with clear bonus structure
- Existing client bank available
- Consistent, company-generated leads
- Full admin support
- Ongoing CPD and professional development
- All advisers are involved in our quarterly Centralised Investment proposition meeting
- Long-term progression and career security
Benefits
- Enhanced annual leave with service, up to a maximum of 38 days including bank holidays.
- Your Birthday off
- Enrolment into Vitality Plus healthcare on completion of probation.
- Company sick pay
- Give a Day to Charity
The Adecco Group UK & Ireland is an Equal Opportunities Employer.
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