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A growing financial planning business within a well-established accountancy practice is seeking an Independent Financial Adviser (IFA) for a full-time role in Leamington Spa. The IFA will manage an existing client bank, develop new business opportunities, and work closely with accountants to enhance client service and compliance. Candidates should possess a Level 4 Diploma in Financial Planning and have a minimum of 2 years experience as an IFA, along with strong communication and organizational skills.
Job Description
We're Hiring: Independent Financial Adviser (IFA) | Leamington Spa
Join a growing financial planning business within a well-established accountancy practice. We're looking for an experienced, client-focused IFA to manage an existing client bank and develop new business opportunities in partnership with our accountancy team.
Location: Leamington Spa
Type: Full-Time, Permanent
Salary: Competitive + Bonus
Hours: Mon–Thurs 8:30–4:30, Fri 8:30–2:00
What You'll Do:
Provide professional financial advice to a dedicated client bank
Work collaboratively with the Practice's accountants to uncover new opportunities
Ensure compliance and accurate client records
Build lasting client relationships
What You’ll Need:
Level 4 Diploma in Financial Planning (Chartered/Certified desirable)
2+ years as an IFA
Excellent communication and organisational skills
Perks:
Bonus scheme
22 days holiday + bank holidays + Christmas closure
Private medical, pension
Interested? Send us your CV and a brief cover letter outlining your fit for the role.
#IFA #FinancialAdviser #LeamingtonSpaJobs #FinancialPlanning #HiringNow
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