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Independent financial advisor

High Wycombe
Permanent
Freelance
Independent financial advisor
£70,000 a year
Posted: 27 September
Offer description

Are you an experienced Financial Adviser looking for a new opportunity without the pressure of bringing your own client book? This is your chance to join a thriving firm with a strong flow of new and existing clients ready to be serviced. Our client is a highly respected financial planning firm known for helping individuals and families think through their challenges, opportunities, and goals. They specialise in creating personalised financial plans and tailored investment portfolios, giving clients the confidence that comes with understanding their financial position and future options. With robust paraplanning and administrative support, you’ll have more time to focus on delivering exceptional advice and building strong client relationships. Clients come to the office for meetings, so you’ll be based in Buckinghamshire, ensuring a professional and welcoming environment. What they Offer £70,000 basic salary attractive bonus structure No need to bring your own clients – ready-made client base Strong paraplanning and admin support Collaborative, professional environment with growth opportunities A modern, client-focused office in Buckinghamshire Key Responsibilities Meet with clients to understand their goals, aspirations, and concerns Develop and deliver tailored financial plans and investment strategies Provide clear, professional advice across pensions, investments, protection, and tax-efficient planning Maintain and grow trusted client relationships through regular reviews and updates Work closely with paraplanners and administrators to ensure seamless client service Stay up to date with industry regulations, products, and market trends Ensure compliance with FCA requirements and company policies About You Level 4 Diploma in Financial Planning (or equivalent) – Level 6 desirable Proven track record as a Financial Adviser Excellent communication and interpersonal skills Ability to explain complex financial concepts in a clear, client-friendly way Strong ethical approach and commitment to client care Organised, proactive, and able to manage multiple client cases effectively How to Apply If you’re a Financial Adviser looking to join a supportive, well-established firm with clients ready to meet you, we’d love to hear from you.

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