Independent Financial Advisor

Independent Financial Advisor
Location: Hertfordshire
Contract: Permanent
Salary: £70,000 per annum basic + £30,000 OTE bonuses
Start Date: Flexible
Working Arrangements: Home-based, in-person client meetings
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are recruiting for an Independent Financial Advisor to join a directly authorised and growing independent financial advisory firm on a permanent basis. The IFA will focus on providing in-depth financial advice, client reviews, and portfolio management, while also identifying opportunities to develop new business through referrals and lead generation.

Key Responsibilities

• Provide ongoing financial advice and reviews to an existing client bank.
• Develop new business opportunities through client referrals, networking, and lead generation.
• Conduct in-depth reviews to understand clients’ current and future financial goals.
• Advise on pensions, savings, investments, protection, and wider financial planning needs.
• Build and maintain strong long-term client relationships to ensure retention and growth.
• Maintain up-to-date knowledge of financial products, compliance requirements, and market trends.

Candidate Criteria

• Full Level 4 Diploma in Financial Planning (or equivalent).
• Minimum 5+ years’ experience as a Financial Advisor with CAS status.
• Proven track record of growing a client bank through proactive business development.
• Strong client-centric approach with a commitment to providing best advice.
• Excellent interpersonal, communication, and relationship-building skills.
• Professional, approachable, and IT-proficient with the ability to work independently.

Additional Benefits:

• Company car or car allowance.
• Generous bonus structure.
• Medical and life cover.
• Personal pension contribution.
• 25 days holiday + bank holidays.

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.