Employed IFA
Truestar Talent Ltd

Cambridge, Cambridgeshire
•2 hours ago
•No application
About
Independent Financial AdviserSalary: £50,000 – £75,000 (employed) or self-employed optionLocation: Home-Based / Remote + optional office accessReady to take your advice career to the next level? We’re looking for an experienced Independent Financial Adviser to join a forward-thinking, client-focused wealth management team. Work remotely, build meaningful client relationships, and deliver high-quality financial planning with full support behind you.What You’ll Do:Deliver the Six-Stage Advice Process with outstanding client careReview clients’ changing needs and keep them updated on new products and legislationGrow your client base through networking, referrals, and company leadsConduct in-depth financial reviews and create tailored advice reportsMeet clients face-to-face, virtually, or at their workplace/homeWhat We’re Looking For:Diploma in Regulated Financial Planning (or equivalent)Strong communicator, client-centric, and highly professionalConfident using digital tools and effective at developing new businessWhat You’ll Get:Employed or self-employed adviser packagesFull admin, paraplanning, compliance, and marketing supportQuality lead generation and a trusted client-focused propositionAdvanced tech and a clear pathway to grow your client bankIf you’re a motivated IFA looking for flexibility, strong support, and real career growth, apply now with your CV.



