Independent Financial Advisers
The following information aims to provide potential candidates with a better understanding of the requirements for this role.
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 clientsProvide holistic advice across pensions, investments, retirement and protectionDevelop new client relationships from high‑quality leads and referralsMaintain FCA‑compliant advice standards at all timesWork closely with admin and compliance supportThe Person
Chartered Financial Planner (or actively very close)Experienced in independent financial adviceClient‑centric, relationship‑led adviserExisting client relationships advantageous but not essentialComfortable working across a regional / hybrid modelPackage & Support
Competitive basic salary with clear bonus structureExisting client bank availableConsistent, company‑generated leadsFull admin supportOngoing CPD and professional developmentAll advisers are involved in our quarterly Centralised Investment proposition meetingLong‑term progression and career securityBenefits
Enhanced annual leave with service, up to a maximum of 38 days including bank holidays.Your Birthday offEnrolment into Vitality Plus healthcare on completion of probation.Company sick payGive a Day to CharityAdecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. xwwtmva
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