LOUGHBOROUGH
An established and highly regarded independent financial planning firm is seeking an experienced Independent Financial Adviser to join their team in Loughborough. This is a fantastic opportunity for a proven adviser to step into a supportive and professional environment, working with an existing client base while also developing their own portfolio.
The Role
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Provide holistic financial advice across pensions, investments, and tax-efficient planning.
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Initially office-based full time for the first 6 months; thereafter, flexibility to work 1 day per week from home.
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Service existing clients while also bringing a client following and generating new referrals.
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Contribute to the firm’s long-term growth and reputation.
What We’re Looking For
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Minimum of 5 years’ experience as an Independent Financial Adviser.
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Strong technical knowledge in pensions, investments, and tax planning.
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A client-centric approach with proven ability to build and maintain long-term relationships.
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Ideally able to bring a client following, alongside the ability to generate referrals.
Rewards & Benefits
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Competitive basic salary, tailored to the quality and experience of the successful candidate.
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Bonus structure linked to performance and contribution, with flexibility to reflect the value you bring.
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Opportunity to work with both inherited and self-generated clients.
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Long-term career development within a stable and respected business.
This is an excellent role for a senior adviser looking for autonomy, career stability, and the ability to genuinely influence a growing independent firm.