Job Description
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
Adecco 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.
By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Independent Financial Advisor in Annan employer: Adecco
Our client in Worthing is an excellent employer, offering a supportive work culture that values teamwork and individual contributions. With competitive pay and flexible hours, employees enjoy a balanced work-life dynamic while having access to growth opportunities within the manufacturing sector. This role as a Kitting Operative not only provides meaningful work but also allows you to be part of a respected organisation committed to excellence.
