financial adviser

Advance Search & Selection Ltd

Independent Financial Adviser (Financial Planner, Financial Advisor, IFA)Salary: up to £80,000 (depending on experience), full benefits and uncapped bonusesThis is an excellent opportunity to be part of a progressive and client-focused, wealth management firm dealing with HNW clients across Berkshire and surrounding areas. Service and develop an existing book of HNW clients, the role offers some home-based working with access to office locations as some clients prefer to meet in office.Full back-office support including full Paraplanning support.Level 4 Diploma in Financial Planning, ideally working towards Chartered status.

Independent Financial Adviser

Financial Divisions

You've spent years building your reputation. You've got loyal clients, impeccable ethics, and you know the difference between good advice and a box-ticking exercise. You don't need micromanaging - you need a platform that matches your standards.This firm is growing, client-first, and built around experienced advisers who want to focus on relationships, not red tape. You'll have full paraplanning and admin support, a strong compliance framework, and complete freedom to advise as you see fit.You can choose an employed or self-employed setup, work from home, and still have access to office space and face-to-face client support when needed.What's on offer:<ul><li>OTE £75k-£180k+ depending on structure and client base</li><li>Fully independent proposition</li><li>Paraplanning, compliance, and marketing support provided</li><li>Clear path to equity and eventual buy-out if desired</li><li>Cutting-edge tech that actually works</li></ul>If you're a Chartered or senior-level Adviser looking to align with a firm that respects experience over volume, this is where you'll find it.If this sounds like the role for you, please contact Joanna Clark for a confidential conversation.

Chartered Financial Adviser - Nationwide (Up to £180k+ OTE) - Remote

You've built a solid book, and now you want a firm that will help you protect it, grow it - and eventually realise its value.This opportunity is with an established wealth management group that supports advisers with £50m+AUM, combining strong infrastructure with the freedom to run your own show. You'll get access to full paraplanning, admin, compliance, marketing, and a genuine practice buy-out option when you decide it's time to exit.Whether you're looking for a cleaner home for your clients or planning a structured succession over the next few years, this firm will work with you to make it happen.You'll have:<ul><li>Level 4 Diploma minimum (CF30 status)</li><li>Existing client bank or AUM to transition</li><li>Client-first values and a collaborative mindset</li></ul>You'll get:<ul><li>Self-employed or employed structure</li><li>Full back-office, compliance, and marketing support</li><li>Flexible home-based setup</li><li>Generous exit and acquisition options</li><li>£80k-£180k+ OTE depending on book size</li></ul>A home for advisers who've earned their independence - and want a firm that treats it with respect.If this sounds like the role for you, please contact Joanna Clark for a confidential conversation.

Financial Adviser - Nationwide (Up to £180k+ OTE) - Remote

If you've built a career under a restricted model and you're now craving proper independence, this is your next step.You'll join a respected, planning-led firm that values client outcomes over product sales. The structure gives you freedom without chaos - strong compliance and back-office support, but no corporate micromanagement. You'll finally be able to recommend what's right for your clients, not what's on a panel.You can come in on an employed or self-employed basis. You'll have paraplanning, admin and compliance all handled in-house, plus modern tech and marketing support to help you grow your book your way.You'll need:<ul><li>Level 4 Diploma (minimum) and FCA-authorised status</li><li>A solid track record in advice - ideally from a restricted model like SJP, Quilter, or similar</li><li>A desire to work truly independently while maintaining structure and support</li></ul>You'll get:<ul><li>£60k-£150k+ OTE</li><li>Full back-office and paraplanning support</li><li>Hybrid or fully remote working</li><li>Practice buy-out option when you're ready to exit</li><li>Freedom to serve your clients properly - for once</li></ul>This is your chance to take the skills you've honed under a restricted badge and finally use them without limits.If this sounds like the role for you please contact Joanna Clark for a confidential conversation.

Independent Financial Adviser - Nationwide - Salary up to £75k + Bonus - Remote

Eden Rose

Financial Adviser (Pathway to Senior Management)Location: Gloucester (Office-based initially, with flexibility)Salary: £50,000 - £75,000 (DOE)Exceptional candidates may be considered at higher levelsQualifications: Level 4 Diploma essential Chartered or working towards highly desirableAbout the FirmWe're partnering with a highly respected, truly independent wealth management practice in Gloucester. The firm has built an excellent reputation for delivering fair, transparent, and client-led financial advice - with a strong emphasis on long-term relationships rather than sales targets.This is an opportunity to join a small, forward-thinking team that rewards loyalty and quality, not just production. The firm embraces modern technology and efficiency, while maintaining a deeply personal approach to financial planning.The OpportunityDue to continued growth and future succession planning, the firm is seeking an experienced Financial Adviser to join their team. You'll work with an existing client bank while developing new relationships through referrals and professional connections. The role also offers a clear pathway toward senior management and potential equity involvement for the right person.Key Responsibilities<ul><li>Manage and develop a loyal portfolio of private clients.</li><li>Deliver holistic, independent financial advice aligned with clients' long-term goals.</li><li>Work collaboratively with a skilled team, including Chartered Paraplanners and experienced administrators.</li><li>Contribute to the firm's growth and strategic direction over time.</li></ul>What We're Looking For<ul><li>Level 4 Diploma in Financial Planning (Chartered status desirable).</li><li>Minimum 3 years' experience as an Adviser within an independent or restricted environment.</li><li>Personable, ethical, and client-focused - not a sales-driven mindset.</li><li>Comfortable advising clients with professionalism, integrity, and empathy.</li><li>Ideally bringing a small client book (not essential).</li><li>Open to candidates under restrictive covenants (case by case).</li></ul>What's On Offer<ul><li>Salary: £50,000 - £75,000 (higher considered for exceptional candidates).</li><li>Bonus: Flexible structure - can include percentage of new business or trail.</li><li>Pension: 5% employer / 5% employee.</li><li>Holidays: 25 days + statutory.</li><li>Additional Benefits:</li><li>Electric car scheme (after qualifying period).</li><li>Health scheme.</li><li>Full professional development and study support.</li><li>Collaborative, low-turnover environment focused on fairness, progression, and long-term success.</li></ul>If you're a qualified Financial Adviser seeking a genuinely independent environment with progression toward leadership - where clients, not sales targets, come first - we'd love to hear from you.

Independent Financial Advsier (Chartered Desired)

Wallace Bates Limited

Our client is a national financial services provider currently undergoing a restructure and seeking an Idependent Financial Adviser in Bristol. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank. The role is primarily home-based, with office attendance required once a week, potentially more during the initial period.Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as a Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector. This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package.

Independent Financial Planner

Paraplanner - Cornwall / Plymouth (Progression to Adviser)Location: Office-based near Liskeard (30-40 mins from Plymouth)Salary: Up to £45,000 + performance-related bonus ( £8,000 OTE)Experience: Minimum 5 years paraplanning Level 4 Diploma essentialFuture: Clear route to Financial Adviser within 2-3 yearsAbout the FirmJoin a long-established, independent wealth management practice based in Cornwall, recognised for delivering high-quality, client-focused financial advice across the South West.The business has built an excellent reputation for its personal approach, stability, and integrity - and now seeks a talented Paraplanner to support its next phase of growth. This is a genuinely exciting opportunity for someone looking to transition into advice in the near future, within a respected, close-knit firm.The RoleWorking closely with two advisers and the wider technical team, you will:<ul><li>Produce accurate and compliant financial planning reports across a broad range of advice areas.</li><li>Conduct in-depth product and investment research to support client recommendations.</li><li>Work collaboratively with advisers to ensure the best client outcomes.</li><li>Play a key role in improving processes and driving efficiency within the firm.</li><li>Over time, develop your skills and experience to move into an Adviser role (mentored and supported by senior management).</li></ul>What We're Looking For<ul><li>Minimum 5 years' experience as a Paraplanner.</li><li>Level 4 Diploma qualified (working toward Chartered preferred).</li><li>Confident communicator with excellent technical knowledge and attention to detail.</li><li>Ambitious, proactive, and keen to progress into advice.</li><li>Mature and personable, capable of engaging directly with clients.</li></ul>What's On Offer<ul><li>Salary: £40,000-£45,000 base (DOE)</li><li>Bonus: Up to £8,000 annual performance bonus (non-guaranteed)</li><li>Benefits:</li><li>25 days holiday + bank holidays</li><li>3-4% employer pension contribution</li><li>Funded professional development and mentoring</li><li>Modern office environment (Liskeard area)</li><li>Office-based role (hybrid flexibility after probation)</li><li>Opportunity to progress into a Financial Adviser role within 2-3 years</li></ul>If you're a qualified Paraplanner seeking long-term progression in a supportive, forward-thinking firm that values people as much as performance, this is an opportunity not to miss.For a confidential discussion, please apply for a confidential conversation

Paraplanner

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