Job Title: Independent Financial Adviser (IFA) - Client Servicing Focus
Location: Aberdeenshire/Hybrid
Salary: 65k - 85k + Bonus + Benefits
Job Type: Full-time / Permanent
Qualifications: Level 4 Diploma in Financial Planning (minimum)
Overview:
Our client is seeking a motivated and professional Diploma-qualified Independent Financial Adviser (IFA) to join their established team. This is a servicing role focused on managing and developing an existing client bank.
You'll be supported by a dedicated paraplanning and administration team, allowing you to focus on building strong relationships, understanding client needs, and delivering holistic financial advice.
Key Responsibilities:
1.
Provide independent, whole-of-market financial advice across pensions, investments, protection, and estate planning.
2.
Manage and develop relationships with existing clients, ensuring regular reviews and proactive service.
3.
Identify new opportunities within the existing client base to improve their financial outcomes.
4.
Work closely with the paraplanning and admin teams to ensure efficient and compliant report writing, suitability letters, and case progression.
5.
Ensure advice complies with FCA regulations and internal compliance standards.
6.
Maintain accurate and up-to-date client records via CRM systems.
Requirements:
7.
Level 4 Diploma in Financial Planning (e.g. DipPFS, LIBF DipFA) - essential.
8.
Minimum of 2 years' experience as a financial adviser.
9.
Strong interpersonal and relationship management skills.
10.
Ability to build trust and long-term relationships with clients.
11.
Competent IT skills; familiarity with industry CRM and back-office systems is desirable.
12.
CAS (Competent Adviser Status)
What they Offer:
13.
Full client bank provided
14.
Dedicated paraplanning and administrative support.
15.
Competitive base salary plus bonus/commission structure.
16.
Flexible working arrangements (office-based / hybrid / remote considered).
17.
Ongoing training and CPD support.
18.
A supportive and collaborative working environment.
19.
Career progression opportunities within a growing firm.