Financial Adviser – Kimbolton
£60,000–£65,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship-Led Culture
Are you a Level 4 qualified Financial Adviser looking to join a well-established Independent Financial Advice practice where you can develop strong client relationships and play a key role in growing new business?
This is an excellent opportunity to join an established IFA practice with decades of experience, offering a stable, supportive and collaborative working environment.
The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you’ll have the opportunity to build relationships with new and prospective clients while providing high-quality, holistic financial advice.
The role will have a strong focus on both new business and relationship development, working with new and prospective clients from initial contact through to becoming established long-term clients.
The Role
- Develop and manage new and prospective client relationships
- Generate and convert new business opportunities
- Meet clients, assess needs and establish financial objectives
- Deliver high-quality, compliant, tailored financial advice
- Prepare, present and implement recommendations
- Advise across financial planning solutions, particularly GPP
- Work closely with paraplanning and support teams to deliver a smooth client journey
- Build and develop long-term client relationships
- Ensure FCA and internal compliance requirements are met
- Keep up to date with product, legislative and regulatory changes
- Support the continued growth of the practice
The Person
- Level 4 qualified minimum
- Experience in financial advice, ideally within an IFA
- Strong technical knowledge of financial planning and investment products
- Experience with new business and prospective clients
- Strong relationship-building and business development skills
- Excellent communication and interpersonal skills
- Good understanding of FCA and regulatory requirements
- Organised, professional and commercially aware
- Client-focused with a commitment to quality advice
- GPP experience desirable
- Proactive and able to work effectively within a close-knit team