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Remote independent financial advisor

Freelance
Eaton Syalon
Independent financial advisor
£60,000 - £65,000 a year
Posted: 27 September
Offer description

Remote Independent Financial Advisor

Fully Remote | Flexible Working

£60,000 – £65,000 + Bonus

Eaton Syalon are exclusively supporting a purpose-led wealth management firm in their search for an experienced Independent Financial Advisor (IFA) to join their team.

This is a rare opportunity to join a forward-thinking business that values trust, transparency and truly independent advice. With a fully remote working model and complete flexibility around hours, this role is ideal for a qualified IFA seeking autonomy, support, and the space to focus on what matters most – the client.

Previous experience working within a wealth management firm is essential to be considered for the role.

Experience working with later-life clients will make you a standout candidate, particularly if you have advised on areas such as retirement planning, pension access, estate planning, and long-term financial wellbeing. This client group requires a thoughtful, consultative approach and the ability to guide individuals through some of their most important financial decisions.

The Opportunity:

* Providing tailored, whole-of-market financial advice across investments, pensions, protection, estate, and tax planning
* Building trusted, long-term client relationships through holistic, values-based financial planning
* Conducting thorough fact-finding meetings and risk assessments, with a focus on suitability and long-term outcomes
* Maintaining regulatory compliance in line with FCA standards, including MiFID II, Consumer Duty, and Treating Customers Fairly (TCF)
* Acting with the highest levels of integrity, professionalism, and confidentiality in every client interaction
* Working closely with an experienced operations and compliance team to ensure seamless client service

What We're Looking For:

* Minimum of 5 years' experience as an IFA or Financial Planner, with a proven track record of delivering quality advice
* Level 4 Diploma in Financial Planning (or equivalent) and a valid Statement of Professional Standing (SPS)
* Strong working knowledge of the UK regulatory environment and FCA expectations
* A genuine passion for helping clients achieve financial clarity and security
* Exceptional communication skills and a natural ability to build rapport and trust

Why This Role?

* Fully remote working – no office requirement
* Flexible working hours to suit your lifestyle
* No pushy sales culture – just a strong focus on doing what's right for the client
* Competitive salary package: £60,000 – £65,000 basic + bonus structure
* Supportive, collaborative team environment with a client-first culture

Working Hours: Monday – Friday (8.00 AM – 4.00 PM or 9.00 AM – 5.00 PM – Flexible Working)

Salary: £60,000 - £65,000 + Bonus

This role would suit someone who is passionate about financial wellbeing and is ready to take the next step in their advisory career within a supportive, progressive firm.

If you are looking for a new challenge in a truly client-led business, we would love to hear from you

Job Types: Full-time, Permanent

Pay: £60,000.00-£65,000.00 per year

Benefits:

* Additional leave
* Canteen
* Casual dress
* Company events
* Company pension
* Cycle to work scheme
* Discounted or free food
* Employee discount
* Enhanced paternity leave
* Financial planning services
* Flexitime
* Free fitness classes
* Free parking
* Gym membership
* Health & wellbeing programme
* Life insurance
* On-site gym
* On-site parking
* Private dental insurance
* Private medical insurance
* Referral programme
* Sick pay
* Store discount
* Work from home

Work Location: Remote

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