Financial Advisor

Role

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:

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• Provide regulated Financial Advice across Pensions, Investments, Protection & Tax planning
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• Conduct detailed fact-finding meetings with new and existing clients
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• Develop and present bespoke financial plans and recommendations
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• Build and maintain long-term relationships with clients through regular reviews
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• Manage and grow a portfolio of clients, ensuring high levels of retention and service
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• Work closely with Paraplanners and Administrators to ensure efficient delivery of advice
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• Ensure all advice is compliant with FCA regulations and internal procedures
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• Identify opportunities for new business and referrals
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• Keep up to date with financial markets, products, and regulatory changes
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Skills & Experience Required:

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• Diploma in Regulated Financial Planning (Level 4 )
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• CAS (Competent Adviser Status) preferred
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• Experience as a Financial Adviser / Wealth Manager / Independent Financial Adviser (IFA)
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• Strong knowledge of Financial Planning areas including Pensions, Investments, and Protection
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• Proven ability to build and maintain client relationships
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• Excellent communication and presentation skills
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• Strong understanding of FCA regulations and compliance requirements
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• Ability to work independently and manage a client book effectively
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• Commercial awareness and strong business development skills
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