Independent Financial Adviser – Plymouth and surrounding area
Employed | Home-Based
A leading UK wealth management firm is looking to appoint an experienced Independent Financial Adviser to support clients across Plymouth and the surrounding area. The firm offers a home-based contract along with strong central support and a client-first approach.
Advisers are expected to attend in-person client meetings where appropriate.
Key Responsibilities
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Deliver holistic, independent advice to a portfolio of clients in the area
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Conduct in-depth financial reviews and create tailored planning strategies.
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Maintain and grow a loyal client base through referrals and business development.
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Keep clients and introducers informed of regulatory or product changes.
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Use digital tools to engage clients effectively and provide ongoing service.
What’s on Offer
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Salary range £50k - £70k depending on experience + bonus and benefits
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Full admin, paraplanning, and compliance support.
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In-house platform and client journey systems.
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Strong brand reputation and marketing support.
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Opportunities for continued development and growth.
Requirements
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Level 4 Diploma in Regulated Financial Planning (or equivalent).
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Valid CF30 status.
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Proven track record in financial advice and business development.
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Excellent communication and relationship management skills