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