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Independent financial adviser (ifa)

Honiton
Permanent
Freelance
Heat Recruitment
Independent financial advisor
Posted: 7 October
Offer description

Location

Honiton

Salary £40000 - £60000 TypePermanent WorkplaceHybrid Ref89062

Recruiter Managing This Role

Independent Financial Adviser (IFA)
Location: Honiton (Hybrid 2 days in-office)
Full-Time | Permanent

We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our clients 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, youll be joining a stable, established business with a strong corporate client base. You will:

1. Deliver personal financial advice to members of corporate schemes

2. Manage and develop a small bank of private clients

3. Run member surgeries and consultations as part of workplace schemes

4. Provide high-quality, independent financial planning with full admin and paraplanning support

This role is ideal for someone with at least 12 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 Were Looking For

5. CAS status (minimum of 12 years advising experience post-CAS)

6. Level 4 Diploma qualified (CII or equivalent)

7. Experience with corporate clients is not essential

Whats On Offer

8. Base Salary dependant on experience

9. Bonus Scheme: Performance- and company-profit-based

10. Annual Pay & Bonus Review: Every December

Benefits Package

11. Holiday: 25 days, increasing with industry experience (up to 30 days)

12. Pension: 6% employer contribution (minimum 4% employee)

13. Life Insurance: 3x salary (non-contributory, from day one)

14. Private Medical Insurance: Available after 3-month probation

15. Income Protection

16. Study Support: 26 half-days per Chartered exam + exam costs covered

17. CII Membership: Fully funded

18. Hybrid Working: Up to 2 days per week from home

Apply Now

If youre 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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