Position details
SENIOR INDEPENDENT FINANCIAL ADVISER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Halifax
£60000 - £80000 08/09/2026
NJR16970
Plus Bonus
£60000 - £80000 08/09/2026
NJR16970
Plus Bonus
DESCRIPTION
Senior Independent Financial Adviser
Halifax
£60,000 - £80,000 + Bonus
A genuine opportunity to shape the future of an established IFA business
Are you an experienced Independent Financial Adviser who is ready for the next step in your career?
Perhaps you\'re looking for more autonomy, a quality existing client bank, and the opportunity to play a more influential role within a successful business - without being driven by sales targets and KPIs.
NJR Recruitment is delighted to be partnering with an established and growing IFA firm on the outskirts of Halifax, as they look to appoint a Senior Independent Financial Adviser who has the ambition to progress towards Directorship.
This is a rare opportunity for an experienced adviser to join a business where relationships come before targets, with the flexibility to shape the role around your strengths and career ambitions.
Why this opportunity stands out
\" Genuine pathway to Directorship - your long-term career progression is a key part of the role.
\" Established client bank available - ideal if you want to focus on servicing and developing existing relationships.
\" No hard sales targets or KPI-driven culture - the focus is on delivering great advice and building long-term relationships.
\" Excellent support structure - full paraplanning/administrative support and an internal compliance team.
\" Flexible & hybrid working - with the autonomy and trust you\'d expect at this level.
\" Personalised bonus structure - designed around your contribution rather than simply new business generation.
\" Strong salary package - £60,000 - £80,000 plus bonus.
\" Long-term opportunity - the successful individual will have the chance to become a key figure within the future growth of the business.
The Role
You will work closely with an established client base, providing holistic independent financial advice across areas including pensions, investments and estate planning.
Depending on your preference, there is also the opportunity to develop new client relationships and generate additional business - but this is not a high-pressure sales environment.
As a senior member of the team, you\'ll have the opportunity to contribute ideas, influence the direction of the business and ultimately progress into a Directorship position.
What we\'re looking for
We\'re keen to speak with experienced Independent Financial Advisers who are looking for something more than just their next adviser role.
You\'ll need:
\" Level 4 Diploma in Financial Planning as a minimum; Chartered status would be advantageous.
\" Previous experience working as an Independent Financial Adviser with CAS status.
\" Strong technical knowledge across pensions, investments and estate planning.
\" A proven ability to build and maintain long-term, trusted client relationships.
\" Excellent communication and interpersonal skills.
\" The ambition and commercial awareness to progress into a senior leadership/directorship position.
The Package
£60,000 - £80,000 + Bonus
\" Existing client bank available
\" Hybrid/flexible working
\" Personalised bonus scheme
\" Discretionary bonus
\" 25 days holiday + Bank Holidays
\" Private Medical Insurance
\" Death in Service
\" Full administrative support
\" Internal compliance team
\" Free parking
If you\'re an experienced adviser who has reached the stage in your career where autonomy, quality clients and genuine progression matter more than hitting sales targets, this could be an opportunity worth exploring.
Apply today or contact NJR Recruitment quoting reference NJR16970 for a confidential conversation.
Halifax
£60,000 - £80,000 + Bonus
A genuine opportunity to shape the future of an established IFA business
Are you an experienced Independent Financial Adviser who is ready for the next step in your career?
Perhaps you\'re looking for more autonomy, a quality existing client bank, and the opportunity to play a more influential role within a successful business - without being driven by sales targets and KPIs.
NJR Recruitment is delighted to be partnering with an established and growing IFA firm on the outskirts of Halifax, as they look to appoint a Senior Independent Financial Adviser who has the ambition to progress towards Directorship.
This is a rare opportunity for an experienced adviser to join a business where relationships come before targets, with the flexibility to shape the role around your strengths and career ambitions.
Why this opportunity stands out
\" Genuine pathway to Directorship - your long-term career progression is a key part of the role.
\" Established client bank available - ideal if you want to focus on servicing and developing existing relationships.
\" No hard sales targets or KPI-driven culture - the focus is on delivering great advice and building long-term relationships.
\" Excellent support structure - full paraplanning/administrative support and an internal compliance team.
\" Flexible & hybrid working - with the autonomy and trust you\'d expect at this level.
\" Personalised bonus structure - designed around your contribution rather than simply new business generation.
\" Strong salary package - £60,000 - £80,000 plus bonus.
\" Long-term opportunity - the successful individual will have the chance to become a key figure within the future growth of the business.
The Role
You will work closely with an established client base, providing holistic independent financial advice across areas including pensions, investments and estate planning.
Depending on your preference, there is also the opportunity to develop new client relationships and generate additional business - but this is not a high-pressure sales environment.
As a senior member of the team, you\'ll have the opportunity to contribute ideas, influence the direction of the business and ultimately progress into a Directorship position.
What we\'re looking for
We\'re keen to speak with experienced Independent Financial Advisers who are looking for something more than just their next adviser role.
You\'ll need:
\" Level 4 Diploma in Financial Planning as a minimum; Chartered status would be advantageous.
\" Previous experience working as an Independent Financial Adviser with CAS status.
\" Strong technical knowledge across pensions, investments and estate planning.
\" A proven ability to build and maintain long-term, trusted client relationships.
\" Excellent communication and interpersonal skills.
\" The ambition and commercial awareness to progress into a senior leadership/directorship position.
The Package
£60,000 - £80,000 + Bonus
\" Existing client bank available
\" Hybrid/flexible working
\" Personalised bonus scheme
\" Discretionary bonus
\" 25 days holiday + Bank Holidays
\" Private Medical Insurance
\" Death in Service
\" Full administrative support
\" Internal compliance team
\" Free parking
If you\'re an experienced adviser who has reached the stage in your career where autonomy, quality clients and genuine progression matter more than hitting sales targets, this could be an opportunity worth exploring.
Apply today or contact NJR Recruitment quoting reference NJR16970 for a confidential conversation.
Apply Now
