Independent Financial Adviser

  • Job Reference: 302
  • Date Posted: 1 June 2021
  • Recruiter: CF30 Consulting Ltd
  • Location: Stokenchurch, Buckinghamshire
  • Salary: £35,000 to £50,000
  • Sector: Financial Advisers
  • Job Type: Permanent, Self-employed
  • Contact: Jon Minns
  • Email:

Job Description

Our client, a very well established and successful financial planning firm is recruiting for Independent Financial Advisers at all levels of experience to join their ambitious team that’s passionate about providing Independent impartial financial advice. 

Our client offers further qualification support and provides opportunities for career progression.  Enabling their employees to achieve their career aspirations by gaining professional training and qualifications, or growing and nurturing their own portfolio of clients. 
Offering clients strategic financial planning on Investment, Pension, Insurance and IHT, you will be located within a modern office in a great location conveniently close to J5 of the M40.
The business has an excellent reputation for quality and is looking for a motivated individual to join the team and assist with the further growth of the company. 
Needing to be QCF Level 4, the successful candidate will provide bespoke independent financial planning and investment management advice to high net worth clients. 
You will be required to conduct comprehensive client meetings including a qualitative assessment of the client’s attitude to risk with a view to providing tailored solutions on a truly independent basis.
The role will suit professional and ambitious individuals who are looking to develop their career and you will receive encouragement and support to progress to Level 6 Advance Diploma. 
Ideally you will have 3+ years experience in the market providing advice to clients. 
The role can be on a self employed or employed basis. 
Level 4 diploma status minimum
Benefits ;
20 days holiday excluding Bank Holiday’s increasing to 25 days with completed service years, a Company pension scheme (currently with 5% Employer contribution),
4 x Death in Service Life Cover plus a comprehensive Employee Benefits scheme.