Full job descriptionIndependent Financial Adviser (IFA)
Location: Stamford
Salary: Competitive, dependent on experience
The Opportunity
We are delighted to present an exciting opportunity for an experienced Independent Financial Adviser to join our established Wealth Management team. Whether you’re a newly qualified or an experienced advisor, I’d love to talk to you.
Based in either our Grantham or Newark office, this role offers the chance to deliver high-quality, holistic financial advice to a broad client base while contributing to the continued growth of our financial services offering.
The Role
As an Independent Financial Adviser, you will provide expert guidance across a full spectrum of financial planning areas, including investments, pensions, and inheritance tax planning. You will be responsible for managing and developing your own client relationships, delivering a tailored and comprehensive service that reflects the highest standards of client care.
While primarily office-based in Grantham or Newark, you may occasionally be required to support other offices. As such, flexibility and the ability to travel are essential.
Key Responsibilities
*Provide ongoing financial advice and support to existing clients
*Develop new business by working collaboratively with Partners and Fee Earners
*Conduct regular reviews of client portfolios in line with agreed service levels
*Identify client needs and research the market to deliver suitable recommendations
*Maintain high performance and service delivery standards
*Accurately manage records using the firm’s case management system
*Ensure all work is conducted in line with FCA regulations, firm policies, and industry best practice
*Always act in the best interests of clients
*Work closely with the Compliance Manager and Money Laundering Reporting Officer
*Demonstrate flexibility, including working outside standard hours where necessary to meet client needs
*Promote the firm’s reputation and uphold professional standards at all times
Candidate Profile
Essential Experience & Qualifications
*Diploma-level qualification in Financial Services
*Valid Statement of Professional Standing (SPS)
*Strong technical knowledge of investments, pensions, and inheritance tax planning
*Proficient in Microsoft Office (Word, Excel, PowerPoint)
Desirable
*Degree (or equivalent professional experience)
*Experience in trust investments
*Familiarity with case management systems
*Understanding of data protection and confidentiality requirements
Skills & Attributes
*Strategic thinker with a practical, hands-on approach
*Strong interpersonal skills with the ability to build relationships at all levels
*Excellent written and verbal communication skills
*Analytical and data-driven mindset
*Professional, diplomatic, and confident in approach
*Highly discreet with a strong respect for confidentiality
*Flexible and willing to travel between offices
*Positive, proactive, and resilient under pressure
*Strong organisational skills with the ability to meet deadlines
*High levels of integrity and empathy
*Collaborative team player with a good sense of humour