Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide independent financial advice and create tailored financial plans for clients.
- Company: Join a forward-thinking firm focused on empowering clients with unbiased financial guidance.
- Benefits: Enjoy a competitive salary, bonuses, and comprehensive benefits in a supportive environment.
- Why this job: Be part of a high-performing team that values client relationships and professional growth.
- Qualifications: Experience as a Financial Adviser is preferred; chartered status is a plus.
- Other info: Work with a diverse portfolio of high-net-worth individuals and enjoy full autonomy.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
Job Title: Independent Financial Adviser
Location: Harlow
Salary: Extremely Competitive Bonus Comprehensive Benefits Full Client Book
Job Type: Full-Time – Employed
IFA Overview
A forward-thinking, client-centric financial planning firm dedicated to delivering truly independent, holistic financial advice. It empowers its clients to achieve financial freedom through tailored, unbiased guidance — free from product sales targets or legacy limitations.
Due to continued growth and client demand, it is looking for an experienced and ambitious Senior Independent Financial Planner to join our high-performing team. Preferably chartered.
Financial Adviser
As a Financial Adviser, you'll work with a diverse portfolio of high-net-worth individuals, professionals, and business owners. You’ll have full autonomy to advise clients based on their best interests, with access to cutting-edge tools, administrative support, and a robust compliance framework.
Key Responsibilities:
- Deliver independent, whole-of-market financial advice to new and existing clients
- Build and manage long-term client relationships based on trust, transparency, and results
- Create comprehensive financial plans including retirement, investment, tax, and estate planning
- Stay ahead of industry trends and regulatory updates to ensure compliant and value-driven advice
- Collaborate with paraplanners, compliance, and support teams to deliver a seamless client experience
What They Are Looking For:
- Level 4 Diploma minimum
- Minimum 5 years of experience in financial planning, with proven success in a client-facing advisory role
- Independent and entrepreneurial mindset
- Strong interpersonal and communication skills
- Fully RDR-compliant with CAS status preferred
What’s On Offer:
- A highly flexible and autonomous working model
- Competitive earnings structure (employed)
- No product push – we support truly independent advice
- Ongoing training and CPD support
- Marketing, lead generation, and back-office support available as needed
- Collaborative and values-driven culture
Independent Financial Adviser - Full Client Book employer: D&R Recruitment Limited
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Independent Financial Adviser - Full Client Book
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with other advisers and potential clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Stay updated on the latest financial regulations and market trends. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing top-notch advice, making you a more attractive candidate.
✨Tip Number 3
Consider obtaining additional certifications or qualifications, such as becoming chartered. This can set you apart from other candidates and show your dedication to professional development in the financial advisory field.
✨Tip Number 4
Prepare to discuss your approach to client relationships during the interview. Highlight your experience in building trust and delivering tailored financial solutions, as this aligns perfectly with the firm's client-centric philosophy.
We think you need these skills to ace Independent Financial Adviser - Full Client Book
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial adviser, particularly with high-net-worth individuals. Emphasise any chartered status and relevant qualifications that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for independent financial advice. Discuss how your approach aligns with the company's client-centric philosophy and mention specific examples of how you've built long-term client relationships.
Highlight Relevant Experience: In your application, focus on your experience in delivering holistic financial advice. Include details about your success in creating comprehensive financial plans and how you have empowered clients to achieve financial freedom.
Showcase Your Soft Skills: Since this role involves building trust and transparency with clients, make sure to highlight your interpersonal skills. Mention any experiences where you've successfully managed client relationships or resolved conflicts.
How to prepare for a job interview at D&R Recruitment Limited
✨Showcase Your Expertise
As an Independent Financial Adviser, it's crucial to demonstrate your knowledge and experience in financial planning. Be prepared to discuss specific cases where you've successfully advised clients, highlighting your ability to create tailored financial plans.
✨Emphasise Client-Centric Approach
This role requires a strong focus on client relationships. During the interview, share examples of how you've built trust and transparency with clients in the past. Show that you prioritise their best interests over sales targets.
✨Familiarise Yourself with Tools and Compliance
Since the firm provides access to cutting-edge tools and a robust compliance framework, it’s beneficial to mention any relevant software or compliance practices you are familiar with. This shows that you are ready to hit the ground running.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the firm's culture, growth opportunities, and how they support their advisers. This not only shows your interest but also helps you assess if the firm aligns with your career goals.
