Enter a job title or keyword
Independent Financial Adviser (pt)
Job Location:
Monthly Salary:
Experience Required:
Posted:
27 June 2026 (30+ days ago)
Posted:
Application Deadline:
24 September 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
This is a remote position.
Bond Recruitment is proud to be recruiting for an experienced Independent Financial Adviser on behalf of our client a very well respected financial planning firm based in Cheshire on a part-time and remote basis.
KEY RESPONSIBILITIES
- Management of existing clients in accordance with the firms business plan and procedure
- Provide ongoing service to an existing client bank
- Build on existing client bank by adding new clients from a variety of resources
- Ensure suitable recommendations are made to existing and new clients
- Exhibit compliant behaviour at all times and maintain firm procedures when dealing with existing and new clients
- Ensure a current Statement of Professional Standing (SPS) is held at all times
- Attain and maintain level of competence performance and compliance as required by the firm
- Ensure relevant CPD is maintained and recorded accurately
Requirements
QUALIFICATIONS
Essential
- The requisite technical knowledge and qualification (e.g. QCA Level 4 exams)
- Experience in a previous Financial Adviser role- 2 years qualified as an absolute minimum
Required Skills:
About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.
