Independent Financial Advisor; IFA

Independent Financial Adviser (IFA)

Location: Grantham or NewarkSalary: 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

Candidate Profile

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)

Desirable

• Degree (or equivalent professional experience)
• Experience in trust investments
• Familiarity with case management systems
• Understanding of data protection and confidentiality requirements

Skills & Attributes

• 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