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Financial Adviser (IFA) – Experienced
Job Posted: 14 days ago
Salary: £ 50,000 - 90,000 / Annum
Job Type: Permanent
Location: Berwick-Upon-Tweed, Northumberland
Expire in: 14 days
Job Description
Financial Adviser (IFA) – Experienced
📍 Berwick-upon-Tweed
Full-time, Permanent (37 hours per week)
£50,000 - £90,000 (DOE)
We’re currently recruiting for an exciting opportunity with our client based in Berwick Upon Tweed.
We are seeking a motivated professional to join our clients well-established and highly respected wealth management team. This is an excellent opportunity to deliver independent, holistic financial advice to a broad and growing client base, while working in a collaborative and supportive environment.
⭐ The Role
* Provide independent financial advice across investments, pensions, estate and inheritance tax planning, trusts, and protection (note: this role does not involve mortgage advice).
* Build strong, trusted relationships with clients—supporting their financial planning needs over the long term.
* Contribute to business growth through client retention and new business development.
* Ensure all advice and documentation meet FCA requirements and internal quality standards.
* Collaborate with a team of skilled paraplanners and support staff, who provide dedicated technical and administrative assistance.
* Keep up to date with regulatory changes and maintain high professional standards through CPD and personal development.
👤 The Candidate
* Level 4 Diploma in Regulated Financial Planning (essential).
* Experience in financial advice or paraplanning within a regulated environment.
* Progress toward Level 6 / Chartered status (desirable).
* Solid knowledge of FCA regulations (e.g., COBS, Consumer Duty) and compliance standards.
* Strong verbal and written communication skills, with the ability to explain complex issues clearly.
* Proactive and collaborative approach to working within a team.
* Proficient in financial planning software (e.g., Voyant) and CRM systems (e.g., Xplan).
💼 What’s on Offer
* A supportive, collaborative environment within a respected and forward-thinking firm.
* Mentoring, supervision, and ongoing training to support your career progression.
* Exposure to a wide variety of clients in a hybrid accountancy–wealth management setting.
* Competitive salary (based on experience and qualifications).
* 32 days annual leave (including public holidays), rising to 35 with long service.
* Life cover (3x salary).
* Employee perks and wellbeing schemes.
* Optional private healthcare.
* Professional study and qualification costs covered.
* Regular team socials and events.
📩 Interested?
If you’re a qualified Financial Adviser ready to bring your expertise to a growing, client-focused team, we’d love to hear from youBefore You Apply
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Looking for your next career move? Join a top company hiring Financial Adviser (IFA) – Experienced job near me in Berwick-Upon-Tweed, Northumberland! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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