IFA - Financial Planner - Individual Wealth Advice

Alan Boswell Group; England; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading independent financial services firm in the UK seeks a proactive Financial Adviser to manage a loyal client base and deliver comprehensive financial planning advice. Responsibilities include identifying new business opportunities, providing tailored recommendations across pensions, investments, and estate planning, and developing long-term client relationships. The ideal candidate will have strong communication skills, a client-centric approach, and a proven track record in a regulated advice role. A competitive salary of £70,000 – £100,000 plus bonuses and comprehensive benefits are offered.

Benefits

Discretionary annual bonus

Company car or car allowance

Pension scheme and life assurance

Comprehensive employee benefits

Full administrative and paraplanning support

Career development opportunities

Qualifications

• Proven track record of client-facing regulated advice.
• Confident and energetic approach to networking and referrals.
• Client-centric mindset with commitment to professional excellence.

Responsibilities

• Identify new advice opportunities with existing clients.
• Provide holistic financial planning advice.
• Prepare tailored recommendations for clients.

Skills

Proactive business generation

Client relationship building

Excellent communication

Strong technical knowledge in pensions, investments, and tax planning

Education

Chartered status advantageous

Job description

You will work with a loyal and expanding client base, supported by an excellent paraplanning and administration team, allowing you to focus on building trusted client relationships and delivering outstanding advice across pensions, investments, protection, and estate planning.

Key responsibilities

• Proactively identify new advice opportunities through existing clients, professional connections, and internal referrals.
• Provide clear, holistic financial planning advice to an existing bank of clients, to which you will build and attract new clients.
• Develop long-term relationships built on trust, integrity, and results.
• Prepare and present tailored recommendations covering retirement, investment, and tax‑efficient planning.
• Work closely with our in-house technical and compliance teams to ensure the highest professional standards.

About you

We are seeking someone with:

• Chartered status advantageous
• Proactive and commercially driven, with the confidence and energy to generate new business through networking, internal referrals, and building strong professional connections
• Proven track record of providing regulated advice in a client‑facing role
• Strong technical knowledge across pensions, investments, and tax planning.
• Excellent communication and relationship‑building skills.
• A client‑centric mindset and commitment to professional excellence.

What we offer

• Competitive salary £70,000 – £100,000, depending on experience.
• Discretionary annual bonus linked to company performance.
• Company car or car allowance.
• Pension scheme, life assurance, and comprehensive employee benefits.
• Full administrative and paraplanning support.
• Genuine career development opportunities within a respected, growing group.

About us

Alan Boswell Financial Planning is part of the Alan Boswell Group – one of the UK’s leading independent insurance and financial services firms. We pride ourselves on delivering personal, independent, and high‑quality advice backed by exceptional client service and a collaborative culture.

If you are an experienced adviser looking for a professional environment where you can thrive, we’d love to hear from you.