Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Cuffley

Sort by: -
  • View similar jobs with this employer
    • Flexible, self-managed working pattern typical of a self-employed adviser role, alongside required attendance at practice meetings and training.
    • Strong understanding of investment products, portfolio construction and global financial markets.
    • Provide investment and portfolio guidance across relevant…
    • Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools.
    • Daily breakfast in the office.
    • A career in our team will provide you with the opportunity to advise clients on their US and UK tax affairs, while acting as a trusted advisor feeding in on any…
    • View all Pwc UK jobs - London jobs - Client Services Associate jobs in London
    • Salary Search: Private Client US/UK Financial Services Tax - Senior Associate salaries in London
    • See popular questions & answers about Pwc UK
    • Our Financial Services Private Client team specialise in advising wealthy individuals and their businesses in the financial services and alternative funds space…
    • Build and deliver AI and data solutions for financial services tax clients – developing data pipelines, models, automations and agentic AI use cases under the…
    • Building strong relationships with clients and advisers to achieve the best outcomes.
    • With a focus on delivering excellent outcomes for business owners, SMEs,…
  • View similar jobs with this employer
    • Pay: £20 – £25 per hour + performance bonuses.
    • Job Type: Part-time (with progression to full-time for the right people).
    • Annual staff socials and team events.
    • Assisting advisers with complex cases and client planning strategies.
    • Preparing review packs and supporting advisers ahead of client meetings.
    • Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
    • You find yourself spending more time on admin and less…
  • View similar jobs with this employer
    • Pay: £20 – £25 per hour + performance bonuses.
    • Job Type: Part-time (with progression to full-time for the right people).
    • Annual staff socials and team events.
    • Supporting operational effeciences within financial planning: 2 years (preferred).
    • Experience in financial services administration and case management (SJP…
    • Strong UK financial advice experience across pensions, investments, retirement and estate planning.
    • Strong UK financial advice experience across pensions,…
    • The DC pensions and benefits landscape is evolving, creating opportunities to help clients navigate complex rules and make informed decisions.
    • There will also be opportunities to develop deeper knowledge in particular areas of iinterest such as group reorganisations, BEPs planning and divestments and…

People also searched:

financial advisor
Financial Adviser (Self-Employed)
Canary Wharf
Hybrid work
£60,000 a year
Self-employed, Full-time

Job details

Here’s how the job details align with your profile.

Pay

£60,000 a year

Job type

Self-employed
Full-time

Benefits

Pulled from the full job description
Paid training

Full job description

EB Associates Group Ltd (trading as Edward Bond Associates) is an FCA-regulated financial planning firm based in Canary Wharf, London. We're looking for a self-employed Financial Adviser to join our practice on a Contract for Services basis, providing regulated financial advice to a supported client bank across the UK.

Why Advisers Join Us

Most self-employed advisers spend half their week finding clients and the other half writing reports. We take both off your plate:

  • Client meetings provided at no cost to you. We generate and book qualified appointments directly into your diary, so you never pay for leads or have to fund your own marketing.

About the Role

As a Practice Financial Adviser, you'll build and manage your own client bank, giving holistic financial advice on pensions, investments, protection and related products. You'll be self-employed and engaged on a contract for services basis. You'll work autonomously, with meetings supplied and full paraplanning included at no cost, plus our practice's administrative, marketing and technical support.

Key Responsibilities

  • Meet with clients face-to-face or virtually across the UK to understand their financial goals and circumstances, using the appointments we provide
  • Recommend suitable plans and services, including pensions, investments, protection and general insurance
  • Complete fact-finds and work with our paraplanning team to deliver illustrations and recommendations to FCA-compliant standards
  • Manage an ongoing client bank, including regular reviews and proactive contact
  • Grow your business further through client referrals
  • Maintain accurate client records and safeguard client data in line with GDPR and data protection requirements
  • Attend practice meetings, 1:1s and training/CPD sessions to stay current with regulatory and product knowledge
  • Uphold FCA conduct standards and the firm's compliance and quality standards at all times

What We're Looking For

  • Level 4 Diploma in Regulated Financial Planning (or equivalent) with a current Statement of Professional Standing (SPS)
  • Relevant FCA authorisation, Consumer Credit Licence and Data Protection (ICO) registration, or the ability to obtain these
  • Proven experience advising on pensions, investments, protection and/or mortgages
  • Strong communication and relationship-building skills, with a professional and presentable manner
  • Self-motivated and comfortable working autonomously as a self-employed adviser

What We Offer

This is a self-employed, commission-based role. Full details of the reward package will be discussed with successful candidates during the interview process.

  • Client meetings provided at no cost, with qualified appointments booked straight into your diary
  • Full paraplanning at no cost, covering research, suitability reports and case preparation
  • A supportive monthly retainer plus performance-related earnings as your client bank grows
  • Full administrative support, including filing, application processing and pipeline management
  • Client support, including client allocation and marketing to your client bank
  • Sales management support, including regular 1:1s, performance reviews, a personal development plan and in-field coaching
  • Professional office environment and technology, including email, website, financial planning/illustration software and standardised templates and communications
  • The opportunity to build long-term value in your own client bank over time

Location, Contract & Working Pattern

  • Based at our office in Canary Wharf, London, with travel to client meetings across the UK
  • Self-employed / contract for services (you are not an employee of the firm)
  • Flexible, self-managed working pattern typical of a self-employed adviser role, alongside required attendance at practice meetings and training

Pay: £60,000.00 per year

Work Location: Hybrid remote in Canary Wharf

Let Employers Find YouUpload Your Resume