Financial Advisor

Role We are seeking an experienced and client-focused Financial Adviser to join our growing financial planning team. The successful candidate will be responsible for providing high-quality, regulated financial advice to individuals and/or businesses, helping clients achieve their financial goals through tailored financial planning strategies. This role offers the opportunity to build and maintain long-term client relationships within a supportive and professional environment, with strong administrative and paraplanning support. Responsibilities: Provide regulated Financial Advice across Pensions, Investments, Protection and Tax planning Conduct detailed fact-finding meetings with new and existing clients Develop and present bespoke financial plans and recommendations Build and maintain long-term relationships with clients through regular reviews Manage and grow a portfolio of clients, ensuring high levels of retention and service Work closely with Paraplanners and Administrators to ensure efficient delivery of advice Ensure all advice is compliant with FCA regulations and internal procedures Identify opportunities for new business and referrals Keep up to date with financial markets, products, and regulatory changes Skills and Experience Required: Diploma in Regulated Financial Planning (Level 4 ) CAS (Competent Adviser Status) preferred Experience as a Financial Adviser / Wealth Manager / Independent Financial Adviser (IFA) Strong knowledge of Financial Planning ..... full job details .....