Financial Advisor

Base pay range

Direct message the job poster from Tate Recruitment

Financial Adviser (IFA)

Location: High Wycombe (Hybrid)

Employment Type: Full-time

Are 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.

• Review 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.

• 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 growth-oriented.

• Supportive team and leadership.
• Flexible working arrangements.
• Access to high-quality leads and marketing support.
• Career progression opportunities and support for further qualifications.
• A chance to make a meaningful impact on the direction of the business.

Ready to take the next step?

• Mid-Senior level

• Full-time

• Consulting

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