Independent Financial Advisor (IFA)

Independent Financial Adviser (IFA)

Location: Grantham or NewarkSalary: 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

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• Provide ongoing financial advice and support to existing clients
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• Develop new business by working collaboratively with Partners and Fee Earners
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• Conduct regular reviews of client portfolios in line with agreed service levels
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• Identify client needs and research the market to deliver suitable recommendations
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• Maintain high performance and service delivery standards
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• Accurately manage records using the firm’s case management system
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• Ensure all work is conducted in line with FCA regulations, firm policies, and industry best practice
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• Always act in the best interests of clients
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• Work closely with the Compliance Manager and Money Laundering Reporting Officer
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• Demonstrate flexibility, including working outside standard hours where necessary to meet client needs
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• Promote the firm’s reputation and uphold professional standards at all times
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Candidate Profile

Essential Experience & Qualifications

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• Diploma-level qualification in Financial Services
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• Valid Statement of Professional Standing (SPS)
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• Strong technical knowledge of investments, pensions, and inheritance tax planning
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• Proficient in Microsoft Office (Word, Excel, PowerPoint)
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Desirable

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• Degree (or equivalent professional experience)
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• Experience in trust investments
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• Familiarity with case management systems
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• Understanding of data protection and confidentiality requirements
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Skills & Attributes

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• Strategic thinker with a practical, hands-on approach
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• Strong interpersonal skills with the ability to build relationships at all levels
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• Excellent written and verbal communication skills
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• Analytical and data-driven mindset
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• Professional, diplomatic, and confident in approach
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• Highly discreet with a strong respect for confidentiality
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• Flexible and willing to travel between offices
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• Positive, proactive, and resilient under pressure
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• Strong organisational skills with the ability to meet deadlines
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• High levels of integrity and empathy
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• Collaborative team player with a good sense of humour
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