1 day ago Be among the first 25 applicants
Independent Financial Adviser – Senior Level
About the Role
Isaacs Wealth & Benefits is a Chartered, fully independent financial planning and employee benefits firm based in the Midlands. We specialise in holistic financial advice across pensions, investments, protection, and wealth management for individuals, families, and businesses.
We are now seeking an experienced Independent Financial Adviser (IFA) to join our growing team. This is a senior-level role with real autonomy, full internal support, and long-term potential, ideal for advisers who want to deliver outstanding advice without the pressure of sales targets or restrictive panels.
Key Responsibilities
* Provide independent, client-focused advice across pensions, investments, protection, and broader financial planning.
* Build and manage long-term relationships with both new and existing clients.
* Work collaboratively with paraplanners and administrative staff to ensure efficient, compliant service delivery.
* Stay up to date with technical knowledge, regulatory requirements, and market developments.
What We’re Looking For
* Minimum Level 4 qualified (Chartered or working toward it preferred).
* A strong track record of ethical advice and client retention.
* Broad technical knowledge in pensions, investments, protection, and tax planning.
* A relationship-led approach with strong interpersonal skills.
* Motivated, self-starting, and able to manage your own diary.
* A collaborative mindset, this is a team-oriented environment.
What We Offer
* A Chartered, FCA-regulated and fully independent environment.
* Access to existing clients and qualified new business opportunities.
* Full paraplanning, admin, compliance and marketing support.
* Full time, employed remuneration structure (flexible based on your needs).
* Modern systems, strong internal infrastructure, and support from an experienced leadership team.
* Long-term potential to take on leadership or equity responsibilities.
Why Isaacs Wealth & Benefits?
We are not a consolidator. We're not sales-driven. We are building something meaningful for our clients, and for the people who work here.
This is an opportunity to deliver proper financial planning, do your best work, and be part of a Chartered, client-led firm that values integrity, independence and ambition.
Location: Office-based in Meriden (some hybrid flexibility considered)
Compensation: Competitive base + bonus
Hours: Full-time
Apply now via LinkedIn or email your CV for a confidential conversation.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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