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Independent financial advisor

Nottingham (Nottinghamshire)
Freelance
Recruit UK
Independent financial advisor
Posted: 29 July
Offer description

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Business Development Manager and Principal Consultant – Midlands and the North at Recruit UK - Financial Services Recruitment Specialists - |…

Job Title: Financial Adviser

Location: Nottingham

Salary: Up to £65,000 (negotiable depending on experience)

Job reference: 9813

Job Description:

Recruit UK are working with a long-established and respected solicitors firm with a dual-regulated in-house IFA arm. This firm offers a collaborative legal-financial environment with access to a high-quality client base and consistent internal referrals.

They are now looking for an experienced Financial Adviser to join their financial services team in north Nottingham. This is an ideal role for a technically strong and dependable professional who values quality over quantity, and wants to focus on providing expert advice without pressure to self-generate new business.

The Role

You’ll work closely with solicitors and trust professionals to deliver integrated financial planning advice with a focus on investments, tax, and estate planning.

Key responsibilities:

* Deliver holistic financial advice to private clients, particularly in investments, trusts, and estate planning
* Work collaboratively with solicitors on joint client matters
* Hold client meetings primarily in-office, with flexibility to work from home as preferred
* Leverage a steady flow of internal referrals – minimal business development required
* Supported by full paraplanning and admin team

Experience required:

* Level 4 Diploma in Financial Planning (minimum)
* Ideally Chartered, or working towards Chartered status
* Strong technical expertise in tax, investment, and estate planning
* Professional, client-centric, and reliable
* Experience working within a multidisciplinary or professional services environment is advantageous

What’s on Offer:

* Salary up to £65,000 (negotiable depending on experience)
* Tailored bonus scheme
* Death in Service (2x salary)
* Company pension contribution
* Full paraplanning and administrative support
* Long-term career development within a stable and reputable team
* Office-based with flexible/home working options available

This is a unique opportunity to step into a trusted, established environment where your technical ability and client-first mindset will be highly valued.


Seniority level

* Seniority level

Mid-Senior level


Employment type

* Employment type

Full-time


Job function

* Job function

Finance

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