Independent Financial Adviser (IFA) — Newcastle upon Tyne/ Essex/ Leicester
We’re looking for an experienced Independent Financial Adviser to join our team in Newcastle/ Essex/ Leicester.
You’ll bring Chartered status, a strong track record of client-focused advice, and an established client bank.
The Company
Well cultured close knit natured team who support each other to help growth with the leadership truly supporting the IFA's to deliver for their clients and attract new ones.
Offering independent financial advice, planning, and guidance, they help individuals, families, and corporate clients. Their services include personalised financial strategies and employee benefits solutions tailored to each client’s unique needs.
The role
- Provide independent financial advice tailored to clients’ needs and objectives.
- Build and maintain trusted, long-term client relationships.
- Support clients with financial planning in your areas of expertise.
- Maintain accurate records and meet regulatory and compliance requirements.
- Help grow the practice while delivering excellent ongoing service.
About you
- You’re an experienced IFA with Chartered status.
- You have the relevant qualifications and permissions to advise independently.
- You have an established client bank you can bring to the role, subject to any applicable client agreements and regulatory requirements.
- You’re committed to high standards of advice, service and compliance.
Independent Financial Advisor in Newcastle upon Tyne employer: Bayford Hale
As a leading international private banking and wealth management institution in London, we pride ourselves on fostering a collaborative and high-touch work culture that prioritises employee development and client satisfaction. Our team enjoys access to bespoke training programmes, a supportive environment for professional growth, and the unique opportunity to build long-lasting relationships with high-net-worth clients, all while working in one of the world's most dynamic financial hubs.
