IFA/Financial Adviser

The Coast Partnership Ltd; Greater London; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

CPD support

Bonus potential

Job summary

The Coast Partnership Ltd in London is seeking an experienced IFA/Financial Adviser to join a successful wealth manager. You will deliver holistic financial advice across investments, pensions, retirement and estate planning, ensuring clients achieve their goals with clarity.

You will work with an established client base, contribute to business strategy, and benefit from CPD support and a collaborative team culture.

Qualifications

• Minimum 5 years' experience in financial planning or wealth management.
• Proven track record of providing holistic, client-focused advice.

Responsibilities

• Provide expert, independent financial planning and advice to new and existing clients.
• Build and maintain long-term client relationships based on trust and integrity.
• Conduct comprehensive financial reviews and create bespoke financial plans.
• Work closely with paraplanning and administrative teams to deliver exceptional client service.
• Stay up-to-date with regulatory changes and market developments.
• Identify opportunities for business growth while maintaining the firm's high ethical standards.

Skills

Financial planning

Client relations

Regulatory knowledge

CPD awareness

Job description

We have a brilliant opportunity for an experienced IFA/Financial Adviser to join a successful wealth manger in London.

The Role

We're seeking an experienced Financial Planner to join a growing advisory team. This is a fantastic opportunity for a highly qualified professional to work with an established client base and contribute to the continued success of our business.

You will deliver tailored, holistic financial advice across a range of areas, including investments, pensions, retirement planning, estate planning, and protection - ensuring clients achieve their financial goals with clarity and confidence.

Key Responsibilities

• Provide expert, independent financial planning and advice to new and existing clients.
• Build and maintain long-term client relationships based on trust and integrity.
• Conduct comprehensive financial reviews and create bespoke financial plans.
• Work closely with paraplanning and administrative teams to deliver exceptional client service.
• Stay up-to‑date with regulatory changes and market developments.
• Identify opportunities for business growth while maintaining the firm's high ethical standards.

About You

• Minimum 5 years' experience in financial planning or wealth management.
• Proven track record of providing holistic, client-focused advice.

What is offered:

• Competitive salary and bonus structure.
• Established and loyal client base.
• Ongoing professional development and CPD support.
• Supportive, collaborative team culture.
• Opportunities to contribute to business strategy and client service innovation.