We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof. They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
* Experience advising business owners and professionals on personal finance
* A natural relationship builder who is proactive, thoughtful and ethical
* Someone who listens deeply and guides clients with clarity and care
* A collaborative mindset - you will work closely with our legal teams
What you'll get:
* A warm pipeline and strong admin support
* Flexible working with a strong emphasis on work-life balance
* The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team. Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second. If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on (phone number removed) or submit your application and a team member will be in touch.
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