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- Tasks: Provide tailored financial planning and grow your own client base.
- Company: Join a supportive team focused on client success, not just paperwork.
- Benefits: Enjoy flexible working, competitive salary, and generous holiday packages.
- Why this job: Make a real impact while developing your career in a collaborative environment.
- Qualifications: Must have Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Receive full support from paraplanners and admin to focus on client relationships.
The predicted salary is between 28800 - 48000 £ per year.
Are you a qualified Financial Adviser looking to grow your client base while delivering high-quality, tailored financial planning solutions? Join our supportive and forward-thinking team where your focus is truly on the client — not paperwork. About the role As an Independent Financial Adviser, you will provide holistic financial planning to a diverse client base — combining tailored advice with regulatory best practice. You’ll manage and grow your own client bank while receiving support from a dedicated back-office team of paraplanners and administrators, enabling you to focus on building relationships and delivering exceptional outcomes. Key responsibilities * Provide personalised financial planning based on detailed fact-finding and client needs * Deliver holistic solutions covering pensions, investments, protection, and retirement planning * Grow your portfolio through client referrals, networking, and introducer relationships * Keep up to date with regulatory, product and technical developments * Maintain a strong understanding of FCA regulations and Consumer Duty principles * Achieve and record a minimum of 35 hours of CPD annually (including 21 structured hours) * Maintain your Training & Competence records and Statement of Professional Standing About you * Level 4 Diploma in Financial Planning (or equivalent) * Sound understanding of FCA regulatory framework and compliance standards * Professional, organised, and commercially minded * Excellent communication skills with a client-first approach * Proven ability to work collaboratively with internal teams and external stakeholders What we offer * Competitive salary with performance-linked opportunities * Pension contributions matched up to 5% * Flexible and hybrid working to support work-life balance * 35-hour work week with a 4pm finish on Fridays * Holiday package: 20 days (rising to 23), plus Bank Holidays, your birthday off, and 3 days over Christmas * Generous employee benefits plan and regular team-building activities * Full paraplanner and admin support to reduce your non-advice workload If you’re ready to take the next step in your financial planning career with a company that supports both your professional development and work-life balance, we’d love to hear from you. Apply now or contact us directly for a confidential chat
Independent Financial Advisor employer: PRS Recruitment Group Ltd T/A Refuel Talent
Contact Detail:
PRS Recruitment Group Ltd T/A Refuel Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Advisor
✨Tip Number 1
Network actively within the financial services community. Attend industry events, seminars, and workshops to meet potential clients and other professionals who can refer clients to you. Building relationships in person can significantly enhance your client base.
✨Tip Number 2
Stay updated on the latest regulatory changes and market trends. This knowledge not only boosts your confidence but also positions you as a trusted advisor. Clients appreciate advisers who are well-informed and can provide insights based on current developments.
✨Tip Number 3
Leverage social media platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable content related to financial planning, which can help establish your credibility and attract inquiries from interested individuals.
✨Tip Number 4
Consider joining local business groups or chambers of commerce. These organisations often provide opportunities for networking and collaboration, allowing you to meet business owners who may need financial advice or can refer you to their employees.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your Level 4 Diploma in Financial Planning and any relevant experience. Emphasise your understanding of FCA regulations and your client-first approach.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to provide personalised solutions. Mention how you can grow your client base through networking and referrals, aligning with the company's values.
Showcase Your Communication Skills: In your application, demonstrate your excellent communication skills. Use clear and concise language, and consider including examples of how you've successfully collaborated with clients or teams in the past.
Highlight Continuous Professional Development: Mention your commitment to ongoing learning by detailing your CPD activities. This shows your dedication to staying updated with regulatory changes and best practices in financial planning.
How to prepare for a job interview at PRS Recruitment Group Ltd T/A Refuel Talent
✨Showcase Your Client-Centric Approach
As an Independent Financial Adviser, it's crucial to demonstrate your commitment to putting clients first. Prepare examples of how you've tailored financial solutions to meet individual client needs and how you prioritise their interests over paperwork.
✨Highlight Your Regulatory Knowledge
Make sure to discuss your understanding of FCA regulations and compliance standards during the interview. Be ready to explain how you stay updated with regulatory changes and how this knowledge influences your financial planning strategies.
✨Emphasise Collaboration Skills
Since the role involves working closely with paraplanners and administrators, highlight your ability to collaborate effectively with internal teams. Share specific instances where teamwork has led to successful outcomes for clients.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills in real-life situations. Practice articulating how you would handle various client scenarios, focusing on delivering holistic financial solutions while adhering to best practices.
