Independent Financial Adviser - UK

Location: UK (Flexible – Hybrid / Remote options available)

Company: Trinity Capital Partners

At Trinity Capital Partners, we believe financial advice should be personal, transparent, and built around long-term trust. We work closely with our clients to understand not just their money, but their goals, ambitions, and the life they want to create.

We’re looking for an Independent Financial Adviser (IFA) who shares our commitment to putting clients first. You’ll have the freedom to work with the whole of the market, supported by a team who will take care of the admin, compliance, and research, leaving you to focus on doing what you do best – helping clients make confident financial decisions.

What You’ll Be Doing

  • Meeting with new and existing clients to understand their financial needs, objectives, and risk appetite.
  • Providing clear, compliant, and tailored financial advice across investments, pensions, retirement planning, protection, and tax-efficient strategies.
  • Conducting in-depth market research to recommend the most suitable products and solutions.
  • Maintaining strong, long-term client relationships built on trust and regular communication.
  • Staying on top of industry and regulatory changes to ensure advice remains relevant and compliant.

What We’re Looking For

  • Level 4 Diploma in Financial Planning (minimum) – Chartered status a bonus.
  • Solid experience as an IFA or Financial Adviser in the UK market.
  • Up-to-date knowledge of FCA regulations and compliance standards.
  • Strong interpersonal skills – able to build rapport quickly and communicate complex ideas clearly.
  • Self-motivated, organised, and comfortable managing your own diary.

Why join Trinity Capital Partners?

  • Competitive, uncapped earnings potential.
  • Administrative and paraplanning support – so you can focus on clients.
  • Full independence – no restricted panels.
  • Flexible working – choose the mix of remote and office that works for you.
  • A collaborative team culture where your ideas are valued.

If you’re an experienced IFA looking for the freedom to truly act in your clients’ best interests, with the backing of a supportive and forward-thinking firm, we’d love to hear from you.

0161 537 2228 hello@trinitycapitalpartners.co.uk

1 Balloon Street, Manchester, M4 4BE 51 Lime Street, London EC3M 7DQ

Trinity Capital Partners is a trading style of Trinity Global Capital UK whom is registered in England and Wales no. 06910409. Authorised and regulated by the Financial Conduct Authority. Trinity Global Capital UK is entered on the Financial Services Register https://register.fca.org.uk/ under 523393.

Risk Warning: Investments carry a level of risk and may not be suitable for all investors. There is a possibility that you may lose your initial investment. Therefore, you should not risk more than you can afford to lose.

You should not carry out any transaction in any financial instruments unless you are fully aware of their nature, risks involved and the extent of your exposure to these risks. If you do not fully understand the risks involved, please seek independent advice.

Privacy Policy

#J-18808-Ljbffr Experience: 2 years required
Back to blog

Other Jobs To Apply

No other job posts for this day.

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...