Job Description
Independent Financial Adviser | Launceston, Cornwall | Up to £75,000 + £5,000 Car Allowance
employed | Home/remote-based with office access
Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice?
Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they're looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA.
You'll take ownership of your clients' current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best.
This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings.
The Role
- Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes
- Review and respond to clients' changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans
- Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the company's lead generation programme
- Make full use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business
- Build and maintain strong client and introducer relationships through meetings, seminars and ongoing feedback to the team
- Arrange meetings with corporate and individual clients — in-office, at clients' homes or business premises, or virtually via Microsoft Teams
- Conduct in-depth reviews of clients' financial circumstances, current provision and future objectives, researching and preparing financial planning reports tailored to individual client needs across all advice areas
- Deliver accurate management information as required
What We're Looking For
- Diploma in Regulated Financial Planning (or FCA-approved equivalent), and able to maintain CF30 status in line with FCA regulations
- A clear, client-centric approach, with a well-presented and articulate manner and a genuine commitment to doing right by clients
- Excellent interpersonal skills, approachability and professionalism, comfortable using digital tools to communicate with clients in new and virtual ways
- A track record of attracting new clients and growing a client bank through relationships
What's On Offer
- Support to build your client base and future practice value
- End-to-end, in-house client journey support — full DIS, admin and paraplanning
- A client-centric proposition and trusted brand reputation, with a strong learning and development culture
- An in-house investment platform for efficient, cost-effective client solutions
- Consultative marketing support
- Access to Lead geenraiton tools
- Market-leading back-office and point-of-sale technology
- Full administration support
