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Financial Services Professional

4 weeks ago

Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time
Job Opportunity

Up to £75k salary | Hybrid | Barnstaple

Cathedral Appointments | South West Recruitment is seeking an experienced Independent Financial Advisor to join our team. 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 a highly motivated 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:

  • 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:

  • 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: 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.