This role is based in the Isle of Man and will require candidates to relocate!
About Us:
Our client are a well-established, client-focused firm of Independent Financial Advisers based in the Isle of Man. They pride themselves on providing tailored financial advice and long-term wealth planning solutions to individuals, families, and business owners both locally and internationally. Their reputation is built on trust, professionalism, and a deep understanding of our clients' evolving needs.
As they continue to grow, they are seeking a dynamic and client-centric Financial Adviser to join the team and contribute to our ongoing success.
Key Responsibilities:
* Provide independent financial advice to new and existing clients across a range of areas including pensions, investments, protection, and estate planning.
* Conduct thorough fact-finding, needs analysis, and risk assessments to deliver personalised financial solutions.
* Build and maintain strong, long-term client relationships through regular reviews and proactive communication.
* Keep up to date with market developments, financial products, legislation, and compliance requirements.
* Work collaboratively with paraplanners and administrators to ensure smooth and efficient client service.
* Maintain accurate and compliant client records in line with regulatory and internal standards.
Requirements:
* Level 4 Diploma in Financial Planning (or equivalent) – essential.
* Level 6 or Chartered status – desirable, or willingness to progress towards this.
* Minimum of 2 years’ experience in a client-facing advisory role.
* Strong interpersonal skills and a genuine passion for delivering excellent client outcomes.
* Ability to work independently, manage your own pipeline, and contribute to the wider team.
* A good understanding of Isle of Man and UK financial services regulations.
* Right to work in the Isle of Man.
What We Offer:
* Competitive salary and performance-based bonus structure.
* Support with continued professional development and exam progression.
* Collaborative, supportive working environment.
Interested? Then APPLY now for immediate consideration.
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