Slaiyburn Financial Planning
Independent Financial Advisor
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Slaiyburn Financial Planning is a truly independent financial planning firm with a strong family feel. We believe the best ideas come from working together, supporting one another, and sharing knowledge across the team.
Our focus is on building long-term relationships and helping families plan for the future through thoughtful intergenerational planning. We take the time to ensure clients understand our recommendations and, where appropriate, involve other family members in important financial decisions.
We're proud of our independence. Unlike many firms that are tied to specific providers or investment solutions, we have the freedom to recommend from a wide range of options, always putting our clients' interests first.
Above all, we're passionate about delivering great advice, building lasting trust, and making a positive difference to the lives of the families we work with.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Role Description
Get help with your application
Your very own career expert that helps elevate your application to the next level.
The Independent Financial Advisor is a full-time self-employed role with flexibility for working from home or office. Ideally based in Lancashire, as we have a large client bank, for the right individual, to work with, which is situated mainly throughout Lancashire. This is a great opportunity for an adviser to build a business within our business, with help from us to develop new and existing business opportunities. We will provide as much support as you wish, leaving you to spend your time advising clients.
Qualifications
- Candidates should possess strong skills in Financial Planning and Financial Advisory to design and deliver tailored strategies.
- Candidates should possess solid Finance and Investments expertise to construct and monitor appropriate portfolios.
- Candidates should possess experience in Retirement Planning to support clients in achieving long-term financial independence.
- Candidates should possess excellent communication, relationship-building, and client service skills to maintain long-term advisory relationships.
- Relevant professional qualifications in financial advice or wealth management (e.g., diploma-level financial planning credentials or equivalent) are highly beneficial.
- Proven experience in an advisory or client-facing financial services role, with strong analytical and problem-solving skills, is preferred.
- Ability to work independently, manage time effectively in a hybrid environment, and adhere to regulatory and ethical standards is essential.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills