Independent Financial Planner — Retirement & Investments

Advice Rooms; Barnstaple; On-site; GBP 60,000 - 100,000; Full time

Job summary

Advice Rooms in Barnstaple is seeking a Financial Adviser to join our team. This full-time, on-site role will provide tailored financial and retirement planning advice to clients, conduct consultations, assess objectives and develop personalised strategies.

You will advise on pensions and investments, build long-term relationships, stay compliant with UK regulations, and may receive leads daily. Diploma in Financial Planning (DipFA) required; experience in financial advisory preferred.

Qualifications

• Experience in financial planning or financial advisory services.
• Strong understanding of finance and investments.
• Experience advising on retirement planning and pensions is desirable.
• Good knowledge of compliance and regulatory requirements within the UK financial services industry.
• Ability to work independently while collaborating effectively with a professional advisory team.

Responsibilities

• Conduct client consultations and assess financial objectives.
• Develop personalised financial strategies for clients.
• Advise on pensions, investments and broader financial planning needs.
• Build and maintain long-term client relationships and adapt plans as needed.
• Stay up to date with products, legislation and market developments to ensure compliant advice.

Skills

Experience in financial planning or FI

Finance and investments

Retirement planning expertise

UK regulatory compliance knowledge

Independent with team collaboration

Education

DipFA or Level 4 equivalent

Job description

Advice Rooms in Barnstaple is seeking a Financial Adviser to join our team. This full-time, on-site role will provide tailored financial and retirement planning advice to clients, conduct consultations, assess objectives and develop personalised strategies.

You will advise on pensions and investments, build long-term relationships, stay compliant with UK regulations, and may receive leads daily. Diploma in Financial Planning (DipFA) required; experience in financial advisory preferred.