Independent Financial Adviser

INDEPENDENT FINANCIAL ADVISER - SAFFRON WALDEN

We have a fantastic opportunity for an Independent Financial Adviser to join our client’s firm based in Saffron Walden
. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole‑of‑market advice and delivers tailored, evidence‑based financial solutions. The firm offers a comprehensive suite of services, including retirement planning, wealth management, protection, and investment management, and oversees annual mortgage lending of approximately £2.5 billion. This position presents an exceptional opportunity to join a growing and ambitious organisation that provides clear pathways for professional advancement.

• Demonstrate a strong entrepreneurial approach and proactively develop and expand a client portfolio with organisational support, ensuring client records are maintained accurately to allow for appropriate and compliant recommendations.
• Provide ongoing financial advice in accordance with all regulatory requirements.
• Conduct thorough research and analysis to identify suitable financial solutions aligned with clients’ needs.
• Gather, evaluate, and document all necessary information to deliver advice in accordance with organisational standards.
• Generate new business opportunities through referrals and professional networks.
• Collaborate effectively with colleagues to uphold the organisation’s values, standards, and culture.
• Engage fully with the development support provided to enhance professional knowledge and capability.
• Benefit from flexible employment structures designed to accommodate individual professional and personal circumstances.

• Commitment to undertaking advanced professional qualifications and progressing towards Chartered status.
• Strong presentation and communication skills.
• Comprehensive understanding of financial markets and products.
• Ability to assess and interpret the needs and objectives of clients.
• Capacity to cultivate strategic relationships within the industry.
• Proactive mindset with demonstrable initiative.

• Company pension scheme
• Death in service benefit
• 25 days’ annual leave
• Flexible benefits package
• Additional day of leave on birthdays
• Option to purchase additional annual leave
• Enhanced family‑friendly policies
• Cycle‑to‑work scheme

Should you be interested, we will contact you in the future with regards to our products or services.