FInancial Adviser

Independent Financial Adviser Launceston, Cornwall Up to £75,000 + £5,000 Car Allowance employed Home/remote-based with office access Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice? Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they''re looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA. You''ll take ownership of your clients'' current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best. This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings. The Role Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes Review and respond to clients'' changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the ..... full job details .....