Independent Financial Planner

ZipRecruiter; Bristol; On-site; GBP 30,000 - 50,000; Full time

Job summary

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.

Benefits

Bonus scheme

22 days holiday + bank holidays + Christmas closure

Private medical

Pension

Qualifications

• 2+ years as an Independent Financial Adviser (IFA).
• Chartered/Certified qualification desirable.

Responsibilities

• Provide professional financial advice to a dedicated client bank.
• Work collaboratively with accountants to uncover new opportunities.
• Ensure compliance and maintain accurate client records.
• Build lasting client relationships.

Skills

Communication

Organisational skills

Education

Level 4 Diploma in Financial Planning

Job description

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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