Overview
Financial Adviser (IFA) - Experienced — Berwick-upon-Tweed — Full-time, Permanent (37 hours per week) — £50,000 - £90,000 (DOE). We're currently recruiting for an exciting opportunity with our client based in Berwick Upon Tweed. We are seeking a motivated professional to join our clients well-established and highly respected wealth management team. This is an excellent opportunity to deliver independent, holistic financial advice to a broad and growing client base, while working in a collaborative and supportive environment.
The Role
* Provide independent financial advice across investments, pensions, estate and inheritance tax planning, trusts, and protection (note: this role does not involve mortgage advice).
* Build strong, trusted relationships with clients—supporting their financial planning needs over the long term.
* Contribute to business growth through client retention and new business development.
* Ensure all advice and documentation meet FCA requirements and internal quality standards.
* Collaborate with a team of skilled paraplanners and support staff, who provide dedicated technical and administrative assistance.
* Keep up to date with regulatory changes and maintain high professional standards through CPD and personal development.
The Candidate
* Level 4 Diploma in Regulated Financial Planning (essential).
* Experience in financial advice or paraplanning within a regulated environment.
* Progress toward Level 6 / Chartered status (desirable).
* Solid knowledge of FCA regulations (e.g., COBS, Consumer Duty) and compliance standards.
* Strong verbal and written communication skills, with the ability to explain complex issues clearly.
* Proactive and collaborative approach to working within a team.
* Proficient in financial planning software (e.g., Voyant) and CRM systems (e.g., Xplan).
What’s on Offer
* A supportive, collaborative environment within a respected and forward-thinking firm.
* Mentoring, supervision, and ongoing training to support your career progression.
* Exposure to a wide variety of clients in a hybrid accountancy-wealth management setting.
* Competitive salary (based on experience and qualifications).
* 32 days annual leave (including public holidays), rising to 35 with long service.
* Life cover (3x salary).
* Employee perks and wellbeing schemes.
* Optional private healthcare.
* Professional study and qualification costs covered.
* Regular team socials and events.
Interested?
If you're a qualified Financial Adviser ready to bring your expertise to a growing, client-focused team, we'd love to hear from you
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