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Dynamite Recruitment are supporting an Independent Financial Planning frim on the recruit for a Holistic Financial Advisor to join their team! Helping clients achieve their goals through personalised strategies. Who focus on building strong, long-term relationships based on meaningful, goal-oriented conversations.Role OverviewSeeking an experienced IFA to work closely with the Managing Director, delivering tailored financial advice and supporting business growth. This is an opportunity to make a real difference in clients’ financial futures. We can offer company share scheme too.Responsibilities
* Client Relationship Management: Build lasting client relationships through personalized advice and regular communication.
* Holistic Financial Planning: Develop comprehensive plans covering retirement, investments, tax, and estate planning.
* Collaboration: Work with the Managing Director on strategy development and business growth.
* Tailored Advice: Provide advice based on clients’ individual goals, not just products.
* Teamwork: Contribute to a positive, collaborative environment within the team.
Key Skills & Experience
* Proven experience as an IFA, ideally with expertise/passion in holistic financial planning.
* Strong communication and client relationship skills.
* Experience in retirement planning, investments, tax, and estate planning.
* Hold relevant industry qualifications (e.g., Level 4 Diploma in Regulated Financial Planning).
Why Join Us?
* Work in a supportive, client-focused, personal environment.
* Collaborate with the Managing Director and grow with the company.
* Competitive salary and benefits.
* Hybrid working
If you're an experienced IFA with a passion for client relationships and holistic planning, please apply or call Tegan at Dynamite Recruitment for more details!
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Outsourcing and Offshoring Consulting
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