Financial Adviser

2 weeks ago

BerwickUponTweed, United Kingdom Adaptive Group Full time

**Financial Adviser (IFA) Experienced**

Berwick-upon-Tweed

Full-time, Permanent (37 hours per week)

£50,000 - £90,000 (DOE)

We're currently recruiting for an exciting opportunity with our client based in Berwick Upon Tweed.

We are seeking a motivated professional to join our clients well-established and highly respected wealth management team. This is an excellent opportunity to deliver **independent, holistic financial advice**to a broad and growing client base, while working in a collaborative and supportive environment.
- **The Role**
- Provide **independent financial advice** across investments, pensions, estate and inheritance tax planning, trusts, and protection (note: this role does not involve mortgage advice).
- Build strong, trusted relationships with clients supporting their financial planning needs over the long term.
- Contribute to business growth through client retention and new business development.
- Ensure all advice and documentation meet FCA requirements and internal quality standards.
- Collaborate with a team of skilled **paraplanners and support staff**, who provide dedicated technical and administrative assistance.
- Keep up to date with regulatory changes and maintain high professional standards through CPD and personal development.
- **Level 4 Diploma in Regulated Financial Planning** (essential).
- Experience in financial advice or paraplanning within a regulated environment.
- Progress toward **Level 6 / Chartered status** (desirable).
- Solid knowledge of FCA regulations (e.g., COBS, Consumer Duty) and compliance standards.
- Strong verbal and written communication skills, with the ability to explain complex issues clearly.
- Proactive and collaborative approach to working within a team.
- Proficient in financial planning software (e.g., Voyant) and CRM systems (e.g., Xplan).

**What's on Offer**
- A **supportive, collaborative environment** within a respected and forward-thinking firm.
- Mentoring, supervision, and ongoing training to support your career progression.
- Exposure to a wide variety of clients in a hybrid **accountancy wealth management** setting.
- Competitive salary (based on experience and qualifications).
- **32 days annual leave** (including public holidays), rising to 35 with long service.
- Life cover (3x salary).
- Employee perks and wellbeing schemes.
- Optional private healthcare.
- Professional study and qualification costs covered.
- Regular team socials and events.

**Interested?**
If you're a qualified Financial Adviser ready to bring your expertise to a growing, client-focused team, we'd love to hear from you.

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