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Permanent

Financial Advisor

Buckinghamshire
money-bag 50000.00-50000.00 Annual
3005873396
Posted 2 weeks ago

Financial Adviser (IFA)Location: High Wycombe (Hybrid) Employment Type: Full-time Salary: 50,000 - 60,000 base (DOE) + Competitive Bonus StructureAbout the RoleAre you a driven and strategic Financial Advisor (IFA) ready to take ownership of your client base and help shape the future of a growing firm? Our client is seeking a Level 4 qualified adviser to join their team in High Wycombe. This is a unique opportunity to assess the current business, attract new clients, and lead growth initiatives. Ideally you will be an IFA who has a blend of technical qualifications, interpersonal strengths, and business acumen. Key ResponsibilitiesReview and optimise the existing client book and business processes.Identify and implement opportunities for business growth.Develop strategies to attract and retain new clients.Provide holistic financial advice across pensions, investments, protection, and tax planning.Build and maintain strong client relationships.Work collaboratively with paraplanners and administrators to ensure high-quality service delivery.Candidate RequirementsProven experience in financial advice and client relationship management.Level 4 qualified (DipPFS or equivalent); working towards Chartered status preferred.Proficient in Intelliflo Office or similar CRM systems.Commercially minded with a passion for business development.Strong understanding of FCA regulations and compliance.Excellent communication and interpersonal skills.Self-motivated, proactive, and ..... full job details .....

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