Wealthlink Recruitment
Independent Financial Advisor
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
We're hiring 2 experienced Independent Financial Advisers 📈
Want to build long-term client relationships rather than just service an inherited book? Friar Gate Independent Financial Services is growing, and we'd like to hear from you.
About the role
You'll give truly independent, holistic financial advice to a high-quality client base. You'll manage part of our existing client bank and build your own pipeline through referrals, professional connections, and introducer relationships.
You'll be:
- Running client meetings and reviews, and working out what clients want from their financial planning
- Researching solutions and presenting clear, well-evidenced recommendations
- Producing high-quality suitability reports and keeping compliant records
- Growing existing relationships and spotting further planning opportunities
- Developing new business through networking and professional introducers
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.
We're looking for:
- An FCA-recognised qualification and a current SPS
- A proven client-facing track record as a financial adviser
- Strong technical knowledge, plus the ability to explain it simply
- Experience in retirement, pensions, investment, and tax-aware planning (HNW and complex cases are a plus)
- Commercial awareness without compromising client outcomes
- High standards of compliance and professional conduct
Chartered or not, we want to hear from you. Chartered status is highly valued. We're equally interested in experienced advisers who can show the technical competence and client skills to work at a high standard.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Our approach to competence
Every new adviser, Chartered advisers included, joins our Training & Competence framework. It covers technical, case-study, and file assessment, with supportive supervision until you're signed off. We think doing this properly protects our clients and you.
What we offer
- Competitive salary [£60,000–£80,000 + bonus, depending on experience, qualifications, and contribution]
- Equity options
- Derby, Derbyshire (Hybrid)
- Ongoing professional development [and exam support]
- A supportive, high-performance independent firm with real room to grow
#FinancialAdviser #IFA #IndependentFinancialAdvice #FinancialPlanning #CharteredFinancialPlanner #Hiring #FinancialServicesJobs
“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
Location