IFA/Financial Adviser

We have a brilliant opportunity for an experienced IFA/Financial Adviser to join a successful wealth manger in the Essex area.

The Role

We’re seeking an experienced Financial Planner to join a growing advisory team. This is a fantastic opportunity for a highly qualified professional to work with an established client base and contribute to the continued success of our business.

You will deliver tailored, holistic financial advice across a range of areas, including investments, pensions, retirement planning, estate planning, and protection — ensuring clients achieve their financial goals with clarity and confidence.

Key Responsibilities

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• Provide expert, independent financial planning and advice to new and existing clients.
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• Build and maintain long-term client relationships based on trust and integrity.
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• Conduct comprehensive financial reviews and create bespoke financial plans.
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• Work closely with paraplanning and administrative teams to deliver exceptional client service.
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• Stay up-to-date with regulatory changes and market developments.
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• Identify opportunities for business growth while maintaining the firm’s high ethical standards.
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About You

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• Minimum 5 years’ experience in financial planning or wealth management.
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• Proven track record of providing holistic, client-focused advice.
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What is offered:

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• Competitive salary and bonus structure.
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• Established and loyal client base.
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• Ongoing professional development and CPD support.
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• Supportive, collaborative team culture.
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• Opportunities to contribute to business strategy and client service innovation.
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