Independent Financial Advisor

Cathedral Appointments | South West Recruitment • Barnstaple, ENG, United Kingdom • 1m ago

Job Description

Up to £75k DOE | Hybrid | Barnstaple

Independent Financial Advisor opportunity for leading and growing wealth management firm. As an IFA, you will assist clients in understanding and managing their financial goals by providing personalised advice and creating strategic financial plans to help them achieve independence. This is an exciting opportunity for an experienced IFA who excels in client relationships and business development.

The role offers a hybrid working model, 2 days a week in the office and visiting clients as required.

Key Responsibilities of the IFA:

Achieve fee income targets and manage client relationships effectively
Develop new business by networking with clients, introducers, and professionals
Ensure timely, compliant delivery of advice and management information
Conduct in-depth client reviews and provide ongoing financial planning

Requirements of the IFA:

A Diploma in Financial Planning (or FCA-approved equivalent) as a minimum qualification
A passion for networking and attracting new clients
Excellent interpersonal skills

Benefits:

25 days annual leave + bank holidays
An extra day off for your Birthday
Employee Assistance Programme
Enhanced Maternity and Paternity pay
Workplace pension
Loyalty in service bonus
Discounted financial support/advice
2 company socials per year

If you are a highly motivated Independent Financial Advisor with demonstrable experience, able to demonstrate writing a minimum of £60k per year, this is the role for you.

Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.

Recruiter: Jo Howell

Ref: 10645