Role
We are seeking an experienced and client-focused Financial Adviser to join our growing financial planning team. The successful candidate will be responsible for providing high-quality, regulated financial advice to individuals and/or businesses, helping clients achieve their financial goals through tailored financial planning strategies. This role offers the opportunity to build and maintain long-term client relationships within a supportive and professional environment, with strong administrative and paraplanning support.
Responsibilities
- Provide regulated Financial Advice across Pensions, Investments, Protection & Tax planning
- Conduct detailed fact‑finding meetings with new and existing clients
- Develop and present bespoke financial plans and recommendations
- Build and maintain long-term relationships with clients through regular reviews
- Manage and grow a portfolio of clients, ensuring high levels of retention and service
- Work closely with Paraplanners and Administrators to ensure efficient delivery of advice
- Ensure all advice is compliant with FCA regulations and internal procedures
- Identify opportunities for new business and referrals
- Keep up to date with financial markets, products, and regulatory changes
Skills & Experience Required
- Diploma in Regulated Financial Planning (Level 4)
- CAS (Competent Adviser Status) preferred
- Experience as a Financial Adviser / Wealth Manager / Independent Financial Adviser (IFA)
- Strong knowledge of Financial Planning areas including Pensions, Investments, and Protection
- Proven ability to build and maintain client relationships
- Excellent communication and presentation skills
- Strong understanding of FCA regulations and compliance requirements
- Ability to work independently and manage a client book effectively
- Commercial awareness and strong business development skills
Financial Advisor in Lytham St Annes employer: Accountancy Action
As a Financial Controller at our company, you will thrive in a dynamic work culture that prioritises collaboration and innovation. We offer competitive salaries, comprehensive benefits, and ample opportunities for professional growth, all within a supportive environment that values your contributions. Join us in a location that fosters both personal and career development, making it an ideal place for meaningful and rewarding employment.
