Honiton
Self Employed IFA – Honiton/Remote
We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our client’s growing team in Honiton. This is a fantastic opportunity to take on a mixed client portfolio (corporate and private) in a well-supported, salaried role with excellent benefits and clear progression potential.
The Role
As a fully-fledged IFA, you’ll be joining a stable, established business with a strong corporate client base. You will:
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Deliver personal financial advice to members of corporate schemes
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Manage and develop a small bank of private clients
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Run member surgeries and consultations as part of workplace schemes
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Provide high-quality, independent financial planning with full admin and paraplanning support
This role is ideal for someone with at least 1–2 years’ post-CAS experience who is ready to step into a more autonomous advisory position without the pressure of building a client bank from scratch.
What We’re Looking For
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CAS status (minimum of 1–2 years advising experience post-CAS)
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Level 4 Diploma qualified (CII or equivalent)
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Experience with corporate clients is not essential
What’s On Offer
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Base Salary dependant on experience
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Bonus Scheme: Performance- and company-profit-based
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Annual Pay & Bonus Review: Every December
Benefits Package
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Holiday: 25 days, increasing with industry experience (up to 30 days)
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Pension: 6% employer contribution (minimum 4% employee)
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Life Insurance: 3x salary (non-contributory, from day one)
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Private Medical Insurance: Available after 3-month probation
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Income Protection
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Study Support: 26 half-days per Chartered exam + exam costs covered
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CII Membership: Fully funded
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Hybrid Working: Up to 2 days per week from home
Apply Now
If you’re an IFA looking to take on a rewarding, salaried advisory role with a mix of private and corporate clients — without the pressure of generating your own business — we would be pleased to hear from you.