Independent Financial Advisor (IFA)
Independent Financial Adviser (IFA)
Location: Grantham or Newark
Salary: Competitive, dependent on experience
The Opportunity
We 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 Role
As 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 Responsibilities
- Provide ongoing financial advice and support to existing clients
- Develop new business by working collaboratively with Partners and Fee Earners
- Conduct regular reviews of client portfolios in line with agreed service levels
- Identify client needs and research the market to deliver suitable recommendations
- Maintain high performance and service delivery standards
- Accurately manage records using the firm’s case management system
- Ensure all work is conducted in line with FCA regulations, firm policies, and industry best practice
- Always act in the best interests of clients
- Work closely with the Compliance Manager and Money Laundering Reporting Officer
- Demonstrate flexibility, including working outside standard hours where necessary to meet client needs
- Promote the firm’s reputation and uphold professional standards at all times
Essential Experience & Qualifications
- Diploma-level qualification in Financial Services
- Valid Statement of Professional Standing (SPS)
- Strong technical knowledge of investments, pensions, and inheritance tax planning
- Proficient in Microsoft Office (Word, Excel, PowerPoint)
- Degree (or equivalent professional experience)
- Experience in trust investments
- Familiarity with case management systems
- Understanding of data protection and confidentiality requirements
- Strategic thinker with a practical, hands-on approach
- Strong interpersonal skills with the ability to build relationships at all levels
- Excellent written and verbal communication skills
- Analytical and data-driven mindset
- Professional, diplomatic, and confident in approach
- Highly discreet with a strong respect for confidentiality
- Flexible and willing to travel between offices
- Positive, proactive, and resilient under pressure
- Strong organisational skills with the ability to meet deadlines
- High levels of integrity and empathy
- Collaborative team player with a good sense of humour
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