The Opportunity
We are working with a well-established and growing Independent Financial Planning firm looking to appoint an experienced Financial Adviser who can bring an existing client bank.
This is an excellent opportunity to join a supportive, client-focused business that offers first-class paraplanning and administration support, high-quality lead generation where appropriate, and the freedom to focus on delivering outstanding financial advice.
Responsibilities
- Provide holistic financial planning advice across pensions, investments, protection and retirement planning.
- Manage and develop your existing client relationships.
- Conduct annual reviews and identify ongoing planning opportunities.
- Build long-term relationships through exceptional client service.
- Work closely with paraplanners and administrators to deliver a seamless client experience.
- Maintain accurate client records and ensure all advice meets FCA requirements.
- Contribute to the continued growth of the business.
Requirements
- Previous experience as a Financial Adviser within an IFA or wealth management firm.
- Level 4 Diploma in Regulated Financial Planning (minimum).
- Ability to bring an established, portable client bank.
- Strong knowledge of pensions, investments and protection.
- Excellent relationship-building and communication skills.
- Commitment to delivering high-quality, client-centric advice.
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