Independent Financial Advisor (IFA)

Independent Financial Adviser (IFA)Location: Grantham or NewarkSalary: Competitive, dependent on experienceThe OpportunityWe are delighted to present an exciting opportunity for an experienced Independent Financial Adviser to join our established Wealth Management team. Whether you''re a newly qualified or an experienced advisor, I''d love to talk to you.Based in either our Grantham or Newark office, this role offers the chance to deliver high-quality, holistic financial advice to a broad client base while contributing to the continued growth of our financial services offering.The RoleAs an Independent Financial Adviser, you will provide expert guidance across a full spectrum of financial planning areas, including investments, pensions, and inheritance tax planning. You will be responsible for managing and developing your own client relationships, delivering a tailored and comprehensive service that reflects the highest standards of client care.While primarily office-based in Grantham or Newark, you may occasionally be required to support other offices. As such, flexibility and the ability to travel are essential.Key ResponsibilitiesProvide ongoing financial advice and support to existing clientsDevelop new business by working collaboratively with Partners and Fee EarnersConduct regular reviews of client portfolios in line with agreed service levelsIdentify client needs and research the market to deliver suitable recommendationsMaintain high performance and service delivery ..... full job details .....