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Independent financial advisor

Kimbolton (PE28 0)
Freelance
Independent financial advisor
£40,000 - £80,000 a year
Posted: 16 August
Offer description

Are you a qualified Financial Adviser looking to grow your client base while delivering high-quality, tailored financial planning solutions? Join our supportive and forward-thinking team where your focus is truly on the client — not paperwork. About the role As an Independent Financial Adviser, you will provide holistic financial planning to a diverse client base — combining tailored advice with regulatory best practice. You’ll manage and grow your own client bank while receiving support from a dedicated back-office team of paraplanners and administrators, enabling you to focus on building relationships and delivering exceptional outcomes. Key responsibilities * Provide personalised financial planning based on detailed fact-finding and client needs * Deliver holistic solutions covering pensions, investments, protection, and retirement planning * Grow your portfolio through client referrals, networking, and introducer relationships * Keep up to date with regulatory, product and technical developments * Maintain a strong understanding of FCA regulations and Consumer Duty principles * Achieve and record a minimum of 35 hours of CPD annually (including 21 structured hours) * Maintain your Training & Competence records and Statement of Professional Standing About you * Level 4 Diploma in Financial Planning (or equivalent) * Sound understanding of FCA regulatory framework and compliance standards * Professional, organised, and commercially minded * Excellent communication skills with a client-first approach * Proven ability to work collaboratively with internal teams and external stakeholders What we offer * Competitive salary with performance-linked opportunities * Pension contributions matched up to 5% * Flexible and hybrid working to support work-life balance * 35-hour work week with a 4pm finish on Fridays * Holiday package: 20 days (rising to 23), plus Bank Holidays, your birthday off, and 3 days over Christmas * Generous employee benefits plan and regular team-building activities * Full paraplanner and admin support to reduce your non-advice workload If you’re ready to take the next step in your financial planning career with a company that supports both your professional development and work-life balance, we’d love to hear from you. Apply now or contact us directly for a confidential chat

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