At a Glance
- Tasks: Provide holistic financial advice and build long-term client relationships.
- Company: Established financial planning firm with a supportive culture.
- Benefits: Competitive salary, dedicated support teams, and ongoing professional development.
- Other info: Collaborative environment with modern technology and lead generation opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and proven advisory experience.
The predicted salary is between 50000 - 60000 £ per year.
Independent Financial Advisor
Salary
Location
Leigh-on-sea & Brentwood, Essex
About the Role
We are seeking experienced Independent Financial Advisors to join a well-established financial planning firm.
You will provide holistic financial advice to new and existing clients, supported by dedicated administration, paraplanning, and compliance teams, enabling you to focus on delivering excellent client outcomes.
Key Responsibilities
- Deliver holistic financial planning across pensions, investments, retirement planning, protection, and inheritance tax planning.
- Build and maintain long-term client relationships through regular reviews.
- Produce compliant financial recommendations in line with FCA requirements.
- Generate new business through referrals, networking, and company-generated enquiries.
- Work collaboratively with internal teams to deliver an exceptional client experience.
- Maintain compliance with FCA and Consumer Duty standards.
About You
- Level 4 Diploma in Regulated Financial Planning (essential).
- Proven experience as an Independent Financial Adviser.
- Strong technical knowledge and excellent communication skills.
- Professional, client-focused, and committed to delivering high-quality advice.
- Chartered status, or working towards it, is desirable.
Benefits
- Dedicated administration, paraplanning, and compliance support.
- Lead generation opportunities.
- Modern financial planning technology.
- Ongoing professional development and exam support.
- Collaborative and supportive working environment.
- #J-18808-Ljbffr
Independent Financial Advisor (IFA) in Essex employer: The Coast Partnership Ltd
Join a dynamic and supportive team as a Funding Manager in our specialist lending operation, where your expertise will be valued and your contributions recognised. We offer a collaborative work culture that prioritises employee growth through continuous learning opportunities and mentorship, all while being located in a vibrant area that fosters innovation and creativity. With competitive benefits and a commitment to work-life balance, this role is perfect for those seeking meaningful and rewarding employment in the financial sector.
