Employed IFA
3 weeks ago
This particular role will tick the boxes if you are looking for Clients, an employed contract and also some flexibility on Office/Home working This is a true IFA position. The RoleWe’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 ResponsibilitiesProvide expert, independent financial planning and advice to new and existing clients.Build and maintain long-term client relationships based on trust and integrity.Conduct comprehensive financial reviews and create bespoke financial plans.Work closely with paraplanning and administrative teams to deliver exceptional client service.Stay up-to-date with regulatory changes and market developments.Identify opportunities for business growth while maintaining the firm’s high ethical standards.About YouMinimum 5 years’ experience in financial planning or wealth manag...
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IFA
3 weeks ago
Maidstone, United Kingdom The Coast Partnership Ltd Full timeThis particular role will tick the boxes if you are looking for Clients, an employed contract and also some flexibility on Office/Home working !This is a true IFA position. The RoleWe’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...