Independent Financial Adviser - Plymouth

Independent Financial Adviser – Plymouth and surrounding area Employed | Home-Based A leading UK wealth management firm is looking to appoint an experienced Independent Financial Adviser to support clients across Plymouth and the surrounding area. The firm offers a home-based contract along with strong central support and a client-first approach. Advisers are expected to attend in-person client meetings where appropriate. Key Responsibilities * Deliver holistic, independent advice to a portfolio of clients in the area * Conduct in-depth financial reviews and create tailored planning strategies. * Maintain and grow a loyal client base through referrals and business development. * Keep clients and introducers informed of regulatory or product changes. * Use digital tools to engage clients effectively and provide ongoing service. What’s on Offer * Salary range £50k - £70k depending on experience bonus and benefits * Full admin, paraplanning, and compliance support. * In-house platform and client journey systems. * Strong brand reputation and marketing support. * Opportunities for continued development and growth. Requirements * Level 4 Diploma in Regulated Financial Planning (or equivalent). * Valid CF30 status. * Proven track record in financial advice and business development. * Excellent communication and relationship management skills

Location: PL1, Plymouth, GB

Posted Date: 7/14/2025