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Self-employed financial adviser

Honiton
Freelance
Eden Rose
Financial advisor
Posted: 23 February
Offer description

Self Employed IFA – Honiton/Remote

We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our client's growing team in Honiton. This is a fantastic opportunity to take on a mixed client portfolio (corporate and private) in a well-supported, salaried role with excellent benefits and clear progression potential.

The Role

As a fully-fledged IFA, you'll be joining a stable, established business with a strong corporate client base. You will:

Deliver personal financial advice to members of corporate schemes
Manage and develop a small bank of private clients
Run member surgeries and consultations as part of workplace schemes
Provide high-quality, independent financial planning with full admin and paraplanning support

This role is ideal for someone with at least 1–2 years' post-CAS experience who is ready to step into a more autonomous advisory position without the pressure of building a client bank from scratch.

What We're Looking For

CAS status (minimum of 1–2 years advising experience post-CAS)
Level 4 Diploma qualified (CII or equivalent)
Experience with corporate clients is not essential

What's On Offer

Base Salary dependant on experience
Bonus Scheme: Performance- and company-profit-based
Annual Pay & Bonus Review: Every December

Benefits Package

Holiday: 25 days, increasing with industry experience (up to 30 days)
Pension: 6% employer contribution (minimum 4% employee)
Life Insurance: 3x salary (non-contributory, from day one)
Private Medical Insurance: Available after 3-month probation
Income Protection
Study Support: 26 half-days per Chartered exam + exam costs covered
CII Membership: Fully funded
Hybrid Working: Up to 2 days per week from home

Apply Now

If you're an IFA looking to take on a rewarding, salaried advisory role with a mix of private and corporate clients — without the pressure of generating your own business — we would be pleased to hear from you.

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