We are building a national IFA with affinity values, support and a unique payment structure. We have steadily recruited year on year and have ambitions to expand adviser numbers on national coverage to around 100.

Including directors, staff numbers are growing and all dedicated to helping, supporting and guiding the advisers. Our aim is to maintain a business efficient ratio of 10 advisers to one member of staff which means that advisers retain more. As well as seeking advisers in different geographical locations, we are looking for advisers with complementary skills and specialisms.

Truly Independent is an expanding business providing a unique environment for independent financial advisers across the UK. We have ambitious growth plans and are passionate about providing clients with extraordinary service. Our brand name specifically reflects the expectation of new and existing clients for their advisers to be unbiased and unrestricted. We can offer clients a full range of solutions across the market.

We are looking for self motivated, self employed independent financial advisers who meet the below criteria:

Have 2 years experience and achieved Competent Adviser Status (CAS)

Hold current Statement of Professional Standings (SPS)

Be IT literate

Willing to work from home or own office

Diligent enough to manage their own time, business relationships and themselves

Capable of building a business model based around client support

Accepting of compliance and who thrive best with structure and order

Appreciative of quality, brand and professionalism

Passionate about their work and the added value they give to clients

Forward thinking and accepting of change

Beyond ‘fit and proper’ standards

Aspirational in setting and achieving goals

Get in touch

01228 587 588
Atlantic House, Parkhouse, Carlisle, Cumbria, CA3 0LJ

Happy Financial Advisers is a marketing style of Truly Independent Ltd TM who is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules. FCA register no: 513655

Registered Address: Forsyth House, 93 George Street, Edinburgh, EH2 3ES Company Reg no and place of registration: SC367442 registered in Scotland

The information provided on this website is intended for UK residents only.

The material on the site is the copyright material of Truly Independent Ltd™ . You may not copy, reproduce, republish, disassemble, decompile, reverse engineer, download, post, broadcast, transmit, make available to the public, or otherwise use Truly Independent Ltd™ Service’s content in any way except for your own personal, non-commercial use. Truly Independent Ltd™ does not accept any liability for your reliance upon, or any errors or omissions. Any other use of Truly Independent Ltd™ Service’s content requires the prior written permission of Truly Independent Ltd™ .

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