At a Glance
- Tasks: Provide expert financial advice and support clients with their financial goals.
- Company: Independent financial advice firm with a strong community presence.
- Benefits: Competitive salary, performance bonuses, flexible remote work, and professional development support.
- Other info: Enjoy a collaborative culture and consistent new client flow.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: 5+ years as a financial adviser with a Level 4 Diploma in Regulated Financial Planning.
The predicted salary is between 60000 - 75000 £ per year.
We are an independent financial advice firm with a strong presence in the local community, looking for an experienced adviser to join the team.
This is a genuinely flexible, remote-first role with an office available whenever needed for client meetings, collaboration, or simply a change of scene.
Clients are provided - you will not be expected to bring a client bank but if you have existing clients, we are happy to accommodate.
Senior Operations and senior Paraplanning support is provided.
About you
- At least 5 years' experience as a financial adviser, with a strong record of delivering suitable, compliant, client-focused advice
- Level 4 Diploma in Regulated Financial Planning (or above) — Chartered status desirable but not essential
- Comfortable working remotely but maintain a close working relationship with the team.
- A contemporary approach to advice — utilising modern technology to streamline operation and improve client servicing
- A team player who appreciates the collaborate approach to work and understands the value of all those in the process
- High professional standards, ethics and integrity
What we offer
- Basic salary of £60,000–£75,000, dependent on experience
- Performance-related bonus, with an on-target package of up to £90,000 and beyond when established
- Competitive benefits package
- 26 days' holiday plus bank holidays
- Professional body membership fees and CPD/exam support covered
- Home-office equipment provided
- A strong, culture driven company.
- Genuine flexibility with a private office available when required
- Consistent new client flow
Independent Financial Adviser employer: Obsidian Financial Services Limited
As an independent financial advice firm deeply rooted in the local community, we pride ourselves on offering a flexible, remote-first work environment that prioritises collaboration and client satisfaction. With a competitive salary, performance-related bonuses, and a strong commitment to professional development, we provide our advisers with the tools and support they need to thrive, all while maintaining a culture that values integrity and teamwork.
Contact Details:
Obsidian Financial Services Limited Recruitment Team
