Job Ref: 90601
Location: NOTTINGHAM
Salary: £40,000 - £55,000 Per Annum
Employment Type: Permanent
* Location: Nottingham, Nottinghamshire
* Type: Permanent
* Job #90601
* Salary: £40,000 - £55,000 Per Annum
Employed Financial Adviser – Nottingham/Leicester – Up to £55,000
Are you an experienced IFA looking to take the next step in your career? We are partnering with a well‑established financial advisory firm, who have offices in both Birmingham and Nottingham, looking for an experienced adviser to take over an existing client bank worth circa £20m AUM.
Location
This role is primarily home-based with a requirement to attend the office in Birmingham sporadically. The majority of your clients will be based around the Leicestershire and Nottinghamshire area, so living locally will be an advantage.
Salary
£45,000 – £55,000
Role Overview
As an IFA, you will have a unique combination of managing an existing book of clients while also generating new business. This is a fantastic opportunity for an IFA who enjoys building strong relationships and offering tailored advice to clients.
Key Responsibilities
* Client Acquisition & Retention: Identify and reach out to potential clients, gather detailed information, and assess their financial needs.
* Comprehensive Advice: Conduct thorough research and analysis to make suitable and tailored recommendations for your clients.
* Documentation & Compliance: Ensure all documentation is accurate and in line with regulatory requirements. Stay fully compliant with the Financial Services and Markets Act 2000 and other relevant legislation.
* Professional Development: Keep up‑to‑date with regulatory and technical developments, particularly in areas such as pension transfer, conversion, and opt‑out business. Undertake appropriate Continuing Professional Development (CPD) to maintain your status and competence.
* Regulatory Compliance: Adhere to all Compliance and Training and Competence Procedures of the firm, ensuring you are always meeting the required performance standards.
Key Requirements
* Proven experience as an Independent Financial Adviser (IFA)
* Ability to generate new business while managing an existing client base
* In-depth knowledge of the latest financial products, market trends, and legislative changes
* Strong communication skills, with the ability to build rapport with clients
* A commitment to professional development and maintaining regulatory standards
Why This Role?
* Flexible Working: Primarily home-based with one office visit per week.
* Competitive Salary: Up to £55,000 per year with opportunities for career progression.
* Client Base: Benefit from a combination of an existing client base and the opportunity to grow your own portfolio.
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