Financial Advisor

Role We are seeking an experienced and client-focused Financial Adviser to join our growing financial planning team. The successful candidate will be responsible for providing high-quality, regulated financial advice to individuals and/or businesses, helping clients achieve their financial goals through tailored financial planning strategies. This role offers the opportunity to build and maintain long-term client relationships within a supportive and professional environment, with strong administrative and paraplanning support. Responsibilities: • Provide regulated Financial Advice across Pensions, Investments, Protection & Tax planning • Conduct detailed fact-finding meetings with new and existing clients • Develop and present bespoke financial plans and recommendations • Build and maintain long-term relationships with clients through regular reviews • Manage and grow a portfolio of clients, ensuring high levels of retention and service • Work closely with Paraplanners and Administrators to ensure efficient delivery of advice • Ensure all advice is compliant with FCA regulations and internal procedures • Identify opportunities for new business and referrals • Keep up to date with financial markets, products, and regulatory changes Skills & Experience Required: • Diploma in Regulated Financial Planning (Level 4 ) • CAS (Competent Adviser Status) preferred • Experience as a Financial Adviser / Wealth Manager / Independent Financial Adviser (IFA) • Strong knowledge of Financial Planning areas including Pensions, Investments, and Protection • Proven ability to build and maintain client relationships • Excellent communication and presentation skills • Strong understanding of FCA regulations and compliance requirements • Ability to work independently and manage a client book effectively • Commercial awareness and strong business development skills