Independent Financial Advisor

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.