A well-respected, growing and established financial planning organisation with multiple offices across the South West is seeking an experienced Independent Financial Adviser (IFA) to join their expanding team.
This is an excellent opportunity to join a highly regarded firm with a strong reputation for delivering holistic financial planning to a loyal and growing client base. The business places real emphasis on long-term relationships, high-quality advice and providing a supportive, collaborative working environment for its advisers.
The Opportunity
You will inherit an established portfolio of AUM of c.£30m providing a strong foundation from day one.
The focus of the role will be on delivering a high level of ongoing service to maintain and strengthen client relationships, ensuring excellent retention. There will also be opportunities to grow the client bank organically through referrals, by building trust and identifying additional planning needs within your existing portfolio.
This is a client-facing role involving regular travel to meet clients at their homes or offices.
Importantly, there is no requirement to bring an existing client bank.
Key Responsibilities
- Provide holistic financial planning advice to an existing portfolio of clients
- Build and maintain long-term client relationships
- Conduct regular client reviews and identify planning opportunities
- Work closely with paraplanners and administrators to deliver a high-quality service
- Generate new business opportunities through referrals and existing relationships
- Ensure all advice is compliant with FCA regulations
About You
- Diploma qualified (Level 4) as a minimum (or working towards)
- Proven experience as a Financial Adviser/IFA
- Strong relationship management and communication skills
- Client-focused approach with a passion for delivering high-quality advice
- Organised, professional and able to manage your own workload effectively
What’s on Offer
- Basic salary up to £60,000
- Established client bank provided (c.£30m AUM)
- Supportive, collaborative team environment
- Clear long-term career progression within a growing business
This is a fantastic opportunity for an adviser looking to join a forward-thinking firm where they can inherit clients, develop professionally and be part of a business with ambitious growth plans across the South West.
If you’re looking for a role where you can focus on delivering excellent advice within a supportive environment, we would be keen to hear from you.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
