Derby
Independent Financial Adviser
Derby – Hybrid
£55,000 – £75,000 + 4% Pension + Electric Car Scheme + Life Insurance + Healthcare + 25 days holiday (plus bank holidays and buy back scheme) + Brand New Office
Are you a CAS Financial Adviser with previous IFA experience looking to join a high-growth organisation and take ownership of expanding a new geographical area?
This is a unique opportunity to join a firm with a strong reputation and play a key role in its ambition to become a Top 50 UK law firm. A major part of this strategy is the continued expansion of its Wealth Management and investment offering.
You will be responsible for driving and growing the business across the Derby area through a holistic and consultative approach, delivering full-scope financial advice across pensions, investments, inheritance tax planning and cashflow modelling.
With an existing pipeline of warm, organic referrals, alongside the opportunity to proactively build your own client base, this role offers genuine autonomy and long-term career progression.
This position is perfect for an Independent Financial Adviser with a clear business development strategy who is excited by the prospect of launching and growing a new region under a well-recognised and trusted brand.
The Role:
*Hybrid work schedule
*Delivering full-scope financial advice across pensions, investments, inheritance tax planning and cashflow modelling
*Implement a business strategy to grow a book of business in Derby
*Organic referrals paired with new business expansion
*Occasionally travel to Nottingham office
The Person:
*CAS Certified Independent Financial Adviser
*A clear and proven business strategy to implement
*Existing client bank is beneficial but not required
*Looking for more responsibility and recognition
*Demonstratable experience of customer service skills