Senior Wealth Management Specialist

1 month ago


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

Job Title: Independent Financial Advisor


Job Summary: Cathedral Appointments | South West Recruitment is seeking a highly motivated Independent Financial Advisor to join our team in Barnstaple. As an IFA, you will assist clients in understanding and managing their financial goals by providing personalized advice and creating strategic financial plans.



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

This is an exciting opportunity for an experienced IFA who excels in client relationships and business development. 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.


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.



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