IFA - client bank provided

Are you passionate about helping clients achieve financial wellbeing and long-term security? We're looking for a professional, client-focused Financial Adviser to join an established team and deliver high-quality, compliant financial advice across investments, pensions, protection, and tax planning.

This is a fantastic opportunity for someone who thrives in a regulated environment, values integrity and collaboration, and is committed to continuous professional development.

Key Responsibilities

Financial Advice

• Deliver regulated advice tailored to clients' needs and goals.
• Conduct detailed reviews of financial circumstances and objectives.
• Recommend suitable solutions from our centralised investment proposition.
• Prepare and present clear, personalised financial plans and reports.
• Support business growth through client development and marketing initiatives.

Client Outcomes, Conduct & Culture

• Build strong, long-term client relationships through regular reviews and proactive communication.
• Identify and support vulnerable clients with care and sensitivity.
• Respond promptly to client enquiries and complaints.
• Engage in CPD and professional development.
• Collaborate with colleagues to foster a positive team culture.

Skills & Experience

Essential

• Level 4 Diploma in Regulated Financial Planning (CII, CISI, or equivalent).
• Current Statement of Professional Standing (SPS).
• Proven experience in delivering regulated financial advice.
• Up-to-date CPD record.

Desirable

• Chartered Financial Planner or equivalent Level 6 qualification.
• Specialist accreditations (e.g., Long Term Care).
• Experience with CRM systems.
• Additional language skills or experience working with vulnerable clients.

Key Competencies

• Strong technical knowledge of financial products and FCA regulations.
• Excellent communication and interpersonal skills.
• Analytical thinking and problem-solving ability.
• High ethical standards and attention to detail.
• Ability to explain complex information clearly.
• Commitment to learning and development.
• Team-oriented with a growth mindset.

Who This Role Would Suit

• Someone passionate about helping clients achieve financial security.
• A relationship-builder who values long-term client engagement.
• A professional who thrives in a regulated, client-focused environment.
• A team player who values integrity and continuous improvement.