Details:
- Salary: £55,000 - 65,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Workington Cumbria
- Date: 17 seconds ago
Description:
Independent Financial Advisers
I'm working with a well-established and highly respected accountancy practice that has built a strong reputation for supporting both clients and employees. The business offers a collaborative culture, genuine career development opportunities, and a commitment to delivering exceptional service.
This is a permanent, full time opportunity.
The Opportunity
We are seeking an experienced Chartered (or near‑Chartered) Independent Financial Adviser to join our client's established advice business, servicing clients across West Cumbria.
These are fully employed roles with some high‑quality existing client bank available, complemented by ongoing, structured lead flow. The successful advisers will focus on delivering holistic financial planning, building long‑term client relationships, and growing recurring income in a supportive, advice‑led environment.
The Role
Manage and develop an existing portfolio of private clients
Provide holistic advice across pensions, investments, retirement and protection
Develop new client relationships from high‑quality leads and referrals
Maintain FCA‑compliant advice standards at all times
Work closely with admin and compliance supportThe Person
Chartered Financial Planner (or actively very close)
Experienced in independent financial advice
Client‑centric, relationship‑led adviser
Existing client relationships advantageous but not essential
Comfortable working across a regional / hybrid modelPackage & Support
Competitive basic salary with clear bonus structure
Existing client bank available
Consistent, company‑generated leads
Full admin support
Ongoing CPD and professional development
All advisers are involved in our quarterly Centralised Investment proposition meeting
Long‑term progression and career securityBenefits
Enhanced annual leave with service, up to a maximum of 38 days including bank holidays.
Your Birthday off
Enrolment into Vitality Plus healthcare on completion of probation.
Company sick pay
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