Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build trusted client relationships and deliver outstanding financial advice.
- Company: Join a leading independent financial services firm with a collaborative culture.
- Benefits: Competitive salary, bonus potential, company car, and comprehensive employee benefits.
- Why this job: Make a real impact by providing holistic financial planning to clients.
- Qualifications: Proven experience in regulated advice and strong communication skills.
- Other info: Genuine career development opportunities in a respected, growing group.
The predicted salary is between 60000 - 84000 £ per year.
You will work with a loyal and expanding client base, supported by an excellent paraplanning and administration team, allowing you to focus on building trusted client relationships and delivering outstanding advice across pensions, investments, protection, and estate planning.
Key responsibilities
- Proactively identify new advice opportunities through existing clients, professional connections, and internal referrals.
- Provide clear, holistic financial planning advice to an existing bank of clients, to which you will build and attract new clients.
- Develop long-term relationships built on trust, integrity, and results.
- Prepare and present tailored recommendations covering retirement, investment, and tax‑efficient planning.
- Work closely with our in-house technical and compliance teams to ensure the highest professional standards.
About you
- Chartered status advantageous.
- Proactive and commercially driven, with the confidence and energy to generate new business through networking, internal referrals, and building strong professional connections.
- Proven track record of providing regulated advice in a client‑facing role.
- Strong technical knowledge across pensions, investments, and tax planning.
- Excellent communication and relationship‑building skills.
- A client‑centric mindset and commitment to professional excellence.
What we offer
- Competitive salary £70,000 – £100,000, depending on experience.
- Discretionary annual bonus linked to company performance.
- Company car or car allowance.
- Pension scheme, life assurance, and comprehensive employee benefits.
- Full administrative and paraplanning support.
- Genuine career development opportunities within a respected, growing group.
About us
Alan Boswell Financial Planning is part of the Alan Boswell Group – one of the UK’s leading independent insurance and financial services firms. We pride ourselves on delivering personal, independent, and high‑quality advice backed by exceptional client service and a collaborative culture. If you are an experienced adviser looking for a professional environment where you can thrive, we’d love to hear from you.
IFA - Financial Planner - Individual Wealth Advice employer: Alan Boswell Group
Contact Detail:
Alan Boswell Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA - Financial Planner - Individual Wealth Advice
✨Tip Number 1
Network like a pro! Attend industry events, join local finance groups, and connect with professionals on LinkedIn. The more people you know, the more opportunities you'll uncover.
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in pensions, investments, and tax planning. Whether it's a blog post or a video, let potential clients see what you can offer.
✨Tip Number 3
Follow up with leads! After meeting someone new, drop them a message to keep the conversation going. Building relationships takes time, so stay in touch and show genuine interest.
✨Tip Number 4
Apply through our website! We’re always on the lookout for talented individuals who can bring value to our team. Don’t miss out on the chance to join a supportive environment where you can thrive.
We think you need these skills to ace IFA - Financial Planner - Individual Wealth Advice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role of a Financial Planner. Highlight your client-facing experience and any relevant qualifications, like Chartered status, to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how you can build trusted relationships with clients. Be genuine and let your personality come through.
Showcase Your Technical Knowledge: We want to see your expertise in pensions, investments, and tax planning. Include specific examples of how you've provided advice in these areas, as this will demonstrate your capability to deliver outstanding service to our clients.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and get the ball rolling on your journey with us!
How to prepare for a job interview at Alan Boswell Group
✨Know Your Stuff
Make sure you brush up on your technical knowledge across pensions, investments, and tax planning. Be ready to discuss specific scenarios where you've provided advice, as this will show your expertise and build trust with the interviewers.
✨Build Rapport
Since this role is all about building long-term relationships, practice your communication skills. Think of ways to connect with the interviewers personally, perhaps by sharing relevant experiences or insights that demonstrate your client-centric mindset.
✨Show Your Proactivity
Prepare examples of how you've identified new business opportunities in the past. Whether through networking or internal referrals, showcasing your proactive approach will highlight your commercial drive and confidence.
✨Tailor Your Recommendations
Be ready to present tailored financial planning recommendations during the interview. This could involve discussing hypothetical client situations and how you would approach their retirement, investment, or tax-efficient planning needs.
