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Eden Rose
Self-Employed Adviser (IFA)
Eden Rose Honiton, Devon
Self Employed IFA - Honiton/Remote We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our client's growing team in Honiton. This is a fantastic opportunity to take on a mixed client portfolio (corporate and private) in a well-supported, salaried role with excellent benefits and clear progression potential. The Role As a fully-fledged IFA, you'll be joining a stable, established business with a strong corporate client base. You will: Deliver personal financial advice to members of corporate schemes Manage and develop a small bank of private clients Run member surgeries and consultations as part of workplace schemes Provide high-quality, independent financial planning with full admin and paraplanning support This role is ideal for someone with at least 1-2 years' post-CAS experience who is ready to step into a more autonomous advisory position without the pressure of building a client bank from scratch. What We're Looking For CAS status (minimum of 1-2 years advising experience post-CAS) Level 4 Diploma qualified (CII or equivalent) Experience with corporate clients is not essential What's On Offer Base Salary dependant on experience Bonus Scheme: Performance- and company-profit-based Annual Pay & Bonus Review: Every December Benefits Package Holiday: 25 days, increasing with industry experience (up to 30 days) Pension: 6% employer contribution (minimum 4% employee) Life Insurance: 3x salary (non-contributory, from day one) Private Medical Insurance: Available after 3-month probation Income Protection Study Support: 26 half-days per Chartered exam + exam costs covered CII Membership: Fully funded Hybrid Working: Up to 2 days per week from home
Jun 15, 2026
Full time
Self Employed IFA - Honiton/Remote We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our client's growing team in Honiton. This is a fantastic opportunity to take on a mixed client portfolio (corporate and private) in a well-supported, salaried role with excellent benefits and clear progression potential. The Role As a fully-fledged IFA, you'll be joining a stable, established business with a strong corporate client base. You will: Deliver personal financial advice to members of corporate schemes Manage and develop a small bank of private clients Run member surgeries and consultations as part of workplace schemes Provide high-quality, independent financial planning with full admin and paraplanning support This role is ideal for someone with at least 1-2 years' post-CAS experience who is ready to step into a more autonomous advisory position without the pressure of building a client bank from scratch. What We're Looking For CAS status (minimum of 1-2 years advising experience post-CAS) Level 4 Diploma qualified (CII or equivalent) Experience with corporate clients is not essential What's On Offer Base Salary dependant on experience Bonus Scheme: Performance- and company-profit-based Annual Pay & Bonus Review: Every December Benefits Package Holiday: 25 days, increasing with industry experience (up to 30 days) Pension: 6% employer contribution (minimum 4% employee) Life Insurance: 3x salary (non-contributory, from day one) Private Medical Insurance: Available after 3-month probation Income Protection Study Support: 26 half-days per Chartered exam + exam costs covered CII Membership: Fully funded Hybrid Working: Up to 2 days per week from home
Ortus Psr
Independent Financial Adviser
Ortus Psr
Independent Financial Adviser (IFA) - Self-Employed - 60% to 80% Revenue Splits Location: London (Hybrid/Remote) Salary: Self-Employed Uncapped earnings Revenue splits from 60% to 80% Take control of your career with the flexibility and support you deserve. A highly respected, fully independent financial planning firm is seeking an experienced Independent Financial Adviser (IFA) to join their growing team on a self-employed basis . This is an excellent opportunity for an ambitious adviser who wants the freedom to build and manage their own client portfolio, with the full backing of a professional and supportive infrastructure. The firm works with high-net-worth individuals, professionals, and international clients, offering whole-of-market access and truly tailored financial solutions. With no sales targets, no bias towards specific products, and revenue splits from 60% to 80% , this is a chance to take ownership of your business while focusing on delivering outstanding advice. What's on offer: Self-employed role with industry-leading revenue splits (60% to 80%) Full back-office support - including compliance, paraplanning, and administration Hybrid or remote working with flexible use of London office space Unrestricted whole-of-market proposition Established brand with premium marketing and lead generation options Market-leading technology, including secure client portals and cashflow modelling Diverse and inclusive team culture, with ESG principles at the core Opportunities to work with UK and international clients , including expats and US-connected individuals Uncapped earnings potential with no ceiling on your success About you: Level 4 Diploma qualified (as a minimum) Experience as an Independent Financial Adviser (IFA) working with high-net-worth clients Ability to provide holistic financial planning across pensions, investments, tax planning, and estate planning Self-motivated with a professional, client-first approach Ideally, experience with cross-border, expat, or US-connected client advice Entrepreneurial mindset with the drive to grow your own portfolio Key responsibilities: Deliver independent financial advice tailored to individual client needs Build and maintain strong, long-term relationships with clients Manage your own diary and client portfolio, with operational support from the firm Provide advice across pensions, investments, tax strategies, estate planning, and cross-border considerations Work collaboratively with internal specialists and support teams to achieve the best client outcomes Ready to build the career you deserve? If you are an experienced IFA seeking the freedom to run your own business, with the support of a successful and forward-thinking team behind you, we would love to hear from you. Apply now to arrange a confidential discussion.Flexible opportunities available across London and the UK.
Sep 23, 2025
Full time
Independent Financial Adviser (IFA) - Self-Employed - 60% to 80% Revenue Splits Location: London (Hybrid/Remote) Salary: Self-Employed Uncapped earnings Revenue splits from 60% to 80% Take control of your career with the flexibility and support you deserve. A highly respected, fully independent financial planning firm is seeking an experienced Independent Financial Adviser (IFA) to join their growing team on a self-employed basis . This is an excellent opportunity for an ambitious adviser who wants the freedom to build and manage their own client portfolio, with the full backing of a professional and supportive infrastructure. The firm works with high-net-worth individuals, professionals, and international clients, offering whole-of-market access and truly tailored financial solutions. With no sales targets, no bias towards specific products, and revenue splits from 60% to 80% , this is a chance to take ownership of your business while focusing on delivering outstanding advice. What's on offer: Self-employed role with industry-leading revenue splits (60% to 80%) Full back-office support - including compliance, paraplanning, and administration Hybrid or remote working with flexible use of London office space Unrestricted whole-of-market proposition Established brand with premium marketing and lead generation options Market-leading technology, including secure client portals and cashflow modelling Diverse and inclusive team culture, with ESG principles at the core Opportunities to work with UK and international clients , including expats and US-connected individuals Uncapped earnings potential with no ceiling on your success About you: Level 4 Diploma qualified (as a minimum) Experience as an Independent Financial Adviser (IFA) working with high-net-worth clients Ability to provide holistic financial planning across pensions, investments, tax planning, and estate planning Self-motivated with a professional, client-first approach Ideally, experience with cross-border, expat, or US-connected client advice Entrepreneurial mindset with the drive to grow your own portfolio Key responsibilities: Deliver independent financial advice tailored to individual client needs Build and maintain strong, long-term relationships with clients Manage your own diary and client portfolio, with operational support from the firm Provide advice across pensions, investments, tax strategies, estate planning, and cross-border considerations Work collaboratively with internal specialists and support teams to achieve the best client outcomes Ready to build the career you deserve? If you are an experienced IFA seeking the freedom to run your own business, with the support of a successful and forward-thinking team behind you, we would love to hear from you. Apply now to arrange a confidential discussion.Flexible opportunities available across London and the UK.
Eden Rose
Financial Advisor- Employed Opportunity
Eden Rose Loughborough, Leicestershire
An established and highly regarded independent financial planning firm is seeking an experienced Independent Financial Adviser to join their team in Loughborough. This is a fantastic opportunity for a proven adviser to step into a supportive and professional environment, working with an existing client base while also developing their own portfolio. The Role Provide holistic financial advice across pensions, investments, and tax-efficient planning. Initially office-based full time for the first 6 months; thereafter, flexibility to work 1 day per week from home. Service existing clients while also bringing a client following and generating new referrals. Contribute to the firm's long-term growth and reputation. What We're Looking For Minimum of 5 years' experience as an Independent Financial Adviser. Strong technical knowledge in pensions, investments, and tax planning. A client-centric approach with proven ability to build and maintain long-term relationships. Ideally able to bring a client following, alongside the ability to generate referrals. Rewards & Benefits Competitive basic salary , tailored to the quality and experience of the successful candidate. Bonus structure linked to performance and contribution, with flexibility to reflect the value you bring. Opportunity to work with both inherited and self-generated clients. Long-term career development within a stable and respected business. This is an excellent role for a senior adviser looking for autonomy, career stability, and the ability to genuinely influence a growing independent firm.
Sep 22, 2025
Full time
An established and highly regarded independent financial planning firm is seeking an experienced Independent Financial Adviser to join their team in Loughborough. This is a fantastic opportunity for a proven adviser to step into a supportive and professional environment, working with an existing client base while also developing their own portfolio. The Role Provide holistic financial advice across pensions, investments, and tax-efficient planning. Initially office-based full time for the first 6 months; thereafter, flexibility to work 1 day per week from home. Service existing clients while also bringing a client following and generating new referrals. Contribute to the firm's long-term growth and reputation. What We're Looking For Minimum of 5 years' experience as an Independent Financial Adviser. Strong technical knowledge in pensions, investments, and tax planning. A client-centric approach with proven ability to build and maintain long-term relationships. Ideally able to bring a client following, alongside the ability to generate referrals. Rewards & Benefits Competitive basic salary , tailored to the quality and experience of the successful candidate. Bonus structure linked to performance and contribution, with flexibility to reflect the value you bring. Opportunity to work with both inherited and self-generated clients. Long-term career development within a stable and respected business. This is an excellent role for a senior adviser looking for autonomy, career stability, and the ability to genuinely influence a growing independent firm.

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