Job Description

Remote Independent Financial Adviser

Location: East Midlands Job Type: Full-time, Permanent

The Opportunity

An established and growing wealth management firm is seeking an experienced Independent Financial Adviser (IFA) to take ownership of a significant, pre-existing client portfolio. This is a rare opportunity to inherit a well-maintained client bank and focus on delivering high‑quality, holistic financial planning advice, while also identifying opportunities for growth and strengthening long‑term client relationships.

The Role

You will be responsible for managing an existing portfolio of clients, providing tailored financial advice, and supporting individuals in achieving their long‑term financial goals.

Key areas of advice will include:

  • Investment planning
  • Pensions and retirement strategies
  • Protection solutions
  • Estate and intergenerational planning (where appropri...

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