Independent Financial Advisor

Quick Questions :
Are you an experienced financial advisor who is QCF Level 4 qualified? Are you able to demonstrate a strong track record of delivering client-focused, compliant, and values-driven advice? Are you looking for an IFA role local to Newcastle upon Tyne? Benefits :
Competitive salary Unlimited Holiday 8% employer pension contribution  NI repayment 10x salary death in service cover Private medical insurance & cash plan About the Company : A well-established and client-focused financial advisory firm is seeking talented individuals to join their growing team. The firm provides tailored wealth management and financial planning services, supporting clients in achieving their long-term financial goals.

Known for its professional and collaborative culture, it offers opportunities for career development and exposure to a wide range of financial products and services. Key Duties for this IFA role:
Providing comprehensive financial advice to clients across pensions, investments, protection, and retirement planning. Conducting fact-finds and risk assessments to understand clients financial situations and objectives. Preparing and presenting financial plans, including recommendations and strategy reports . Skills Required for this IFA role :
Client-Focused Advice :
Ability to deliver high-quality, compliant, and values-driven financial advice tailored to individual client needs. Qualifications & Technical Knowledge :
Minimum QCF Level 4 qualification, with strong knowledge across pensions, investments, protection, and retirement planning. Experience & Track Record :
Proven history of performing well in an advisory role, demonstrating professionalism, strong client outcomes, and commercial awareness . Apply Today for This Employed IFA Role :
Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.

Note:

Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.