Independent Financial Advisor (IFA)

Remote Independent Financial AdviserLocation: East MidlandsJob Type: Full-time, PermanentThe OpportunityAn established and growing wealth management firm is seeking an experienced Independent Financial Adviser (IFA) to take ownership of a significant, pre-existing client portfolio.This is a rare opportunity to inherit a well-maintained client bank and focus on delivering high-quality, holistic financial planning advice, while also identifying opportunities for growth and strengthening long-term client relationships.The business is specifically looking for a remote-based IFA to manage and develop its East Midlands client base. While this is a home-based role, there will be a requirement for ad hoc travel to the firm''s head office in Birmingham, typically around once per month.The RoleYou will be responsible for managing an existing portfolio of clients, providing tailored financial advice, and supporting individuals in achieving their long-term financial goals.Key areas of advice will include:Investment planningPensions and retirement strategiesProtection solutionsEstate and intergenerational planning (where appropriate)You will be supported by a dedicated paraplanning and client services team, ensuring you can focus on delivering an exceptional client experience.Key ResponsibilitiesTake full ownership of an established client bank and ensure a smooth transitionBuild and maintain strong, long-term client relationships through regular engagementDeliver personalised, compliant ..... full job details .....