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Posted 05 August, 2026

Independent Financial Adviser

CFP JOBS
Maidenhead, ENG, GB Full Time

Job Description

Independent Financial Adviser - Maidenhead

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My client is a large, successful and very reputable firm of Independent Financial Advisers, who span across the whole of the UK. The opportunity has arisen for a driven, established Adviser to join the business and enjoy excellent financial reward coupled with superior client satisfaction.

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Whist it isn’t essential that you have clients to bring, you should have a demonstrable track record of converting opportunities into business and meeting your targets. You will be looking to join a firm where you will be fully rewarded for your efforts. You will have a varied finance background with the ability to offer advice on a range of products, with specific knowledge of investments/pensions and pension transfers. There will be an existing clint base to look after with this particular role!

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The ideal Financial Adviser candidate must have:

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  • Diploma Level 4 Qualified with SPS - Current competent adviser status
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  • Knowledge and experience of having provided investment, protection and pension solutions and fully aware of the associated regulatory requirements of these areas
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  • Previous successful sales related track record
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  • Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues
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  • Able to work without close supervision.
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The Employed benefits

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  • Basic Salary from £50,000 to £80,000 depending on Dip or Chartered
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  • Bonus paid above validation (all income) with excellent OTE
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  • Car allowance, lap top, phone and travel expenses
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  • Staff Pension scheme including DIS
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  • Any client you bring will be ring fenced
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  • Back-office support including technical research, administration.
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  • Sophisticated client management system, making admin very stress free
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  • Promote continuing professional development
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  • Home based
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This is a great opportunity as an IFA with excellent career prospects, if you just want to find our more, then apply with no obligation to proceed!