Full job descriptionRole
We are seeking an experienced and client-focused Financial Adviser to join our growing financial planning team. The successful candidate will be responsible for providing high-quality, regulated financial advice to individuals and/or businesses, helping clients achieve their financial goals through tailored financial planning strategies. This role offers the opportunity to build and maintain long-term client relationships within a supportive and professional environment, with strong administrative and paraplanning support.
Responsibilities:
*Provide regulated Financial Advice across Pensions, Investments, Protection & Tax planning
*Conduct detailed fact-finding meetings with new and existing clients
*Develop and present bespoke financial plans and recommendations
*Build and maintain long-term relationships with clients through regular reviews
*Manage and grow a portfolio of clients, ensuring high levels of retention and service
*Work closely with Paraplanners and Administrators to ensure efficient delivery of advice
*Ensure all advice is compliant with FCA regulations and internal procedures
*Identify opportunities for new business and referrals
*Keep up to date with financial markets, products, and regulatory changes
Skills & Experience Required:
*Diploma in Regulated Financial Planning (Level 4 )
*CAS (Competent Adviser Status) preferred
*Experience as a Financial Adviser / Wealth Manager / Independent Financial Adviser (IFA)
*Strong knowledge of Financial Planning areas including Pensions, Investments, and Protection
*Proven ability to build and maintain client relationships
*Excellent communication and presentation skills
*Strong understanding of FCA regulations and compliance requirements
*Ability to work independently and manage a client book effectively
*Commercial awareness and strong business development skills