Independent Financial Advisor
3 weeks ago
Independent Financial Adviser (IFA)
Location: Ipswich
Salary: up to £45,000 per annum + Car Allowance
Permanent
Opus People Solutions have a great opportunity for a driven and passionate Independent Financial Adviser (IFA) to join a thriving, independent financial advisory firm based in Ipswich. If you’re looking to elevate your career in financial planning while working with a dynamic and supportive team, this is the role for you
Why Join Us?
- Work for a respected, growing firm that prioritises client satisfaction and ethical advice.
- Competitive salary plus a car allowance to help you succeed on the road.
- Opportunities for professional growth and continuous development in a fast-paced environment.
- Collaborate with a team that values innovation, compliance, and providing tailored financial solutions.
What You'll Do:
As a valued member of the team, you’ll:
- Provide expert, independent financial advice to a diverse portfolio of clients, adhering to FCA rules and the company’s ethos.
- Identify and contact potential clients, gather insights into their needs, and craft personalised financial strategies.
- Analyse financial data and conduct thorough market research to recommend investments, pensions, and other financial products.
- ️ Ensure compliance with all regulatory requirements, including SMCR, MIFID, and PROD, and maintain the highest ethical standards.
- Stay ahead of the curve by keeping up-to-date with new products, legislative changes, and industry trends.
- ✅ Complete all supporting documentation with precision and ensure clients are treated fairly every step of the way.
What We're Looking For:
- Level 4 Diploma (minimum) in Financial Planning or equivalent.
- Proven experience in financial services, with deep knowledge of pensions, investments, and market regulations.
- ️ Strong communication and interpersonal skills to build lasting client relationships.
- Ability to meet compliance standards while maintaining a client-first approach.
- Ambition, professionalism, and a commitment to excellence.
Your Reward:
This isn’t just a job—it’s a chance to grow your career while making a meaningful impact on clients' financial futures. With a competitive salary, car allowance, and a forward-thinking workplace culture, this is the opportunity you’ve been waiting for.
Ready to Take the Next Step?
Apply now and take the first step toward becoming part of this exciting journey. For further details, reach out to Charlotte Meara at Opus People Solutions.
✨ Shape futures. Build relationships. Grow with us. ✨
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