Location
LOUGHBOROUGH
Salary £40000 - £70000 TypePermanent WorkplaceOn-Site Ref88946
An established and highly regarded independent financial planning firm is seeking an experienced Independent Financial Adviser to join their team in Loughborough. This is a fantastic opportunity for a proven adviser to step into a supportive and professional environment, working with an existing client base while also developing their own portfolio.
The Role
1. Provide holistic financial advice across pensions, investments, and tax-efficient planning.
2. Initially office-based full time for the first 6 months; thereafter, flexibility to work 1 day per week from home.
3. Service existing clients while also bringing a client following and generating new referrals.
4. Contribute to the firms long-term growth and reputation.
What Were Looking For
5. Minimum of 5 years experience as an Independent Financial Adviser.
6. Strong technical knowledge in pensions, investments, and tax planning.
7. A client-centric approach with proven ability to build and maintain long-term relationships.
8. Ideally able to bring a client following, alongside the ability to generate referrals.
Rewards & Benefits
9. Competitive basic salary, tailored to the quality and experience of the successful candidate.
10. Bonus structure linked to performance and contribution, with flexibility to reflect the value you bring.
11. Opportunity to work with both inherited and self-generated clients.
12. Long-term career development within a stable and respected business.
This is an excellent role for a senior adviser looking for autonomy, career stability, and the ability to genuinely influence a growing independent firm.