Independent Financial Adviser

Independent Financial Adviser Newark, Existing Client Bank, Career Development The Job An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service. This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations. Key responsibilities include: Providing ongoing financial advice and support to existing clients Developing new financial services business alongside Partners and Fee Earners Reviewing client portfolios in line with ongoing service agreements Identifying client needs and researching the market to provide suitable recommendations Maintaining high performance and client care standards Keeping the firm s case management system fully up to date Ensuring all business activities are conducted compliantly and efficiently Working in accordance with firm policies, FCA regulations and best practice standards Cooperating fully with the Compliance Manager and Money Laundering Reporting Officer Occasional travel to other offices may be required The Candidate The ideal candidate will hold a diploma-level financial services qualification. They will possess a strong understanding of ..... full job details .....