Independent Financial Advisor; IFA)

Position: Independent Financial Advisor (IFA)
Independent Financial Adviser (IFA)

Location:

Grantham or Newark Salary:
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