Company Description
The Decima Group is a specialized IFA and Wealth Consultancy business dedicated to providing tailored solutions to enhance business success. Our services include fractional management, customer journey optimization, segmentation, proposition development, data cleansing, and platform work. We offer support for business growth through team development, coaching, and mentorship, as well as audit preparation for sales and M&A advisory services. Backed by a highly experienced team, we are committed to delivering measurable returns on investment and supporting sustainable business growth.
Role Description
We have several full-time, hybrid/on-site roles located across the UK for a Financial Adviser - IFA and/or Restricted. The Financial Adviser will provide expert financial planning and advisory services, offering tailored advice on investments, retirement planning, and financial strategies. The role includes supporting clients in making informed financial decisions, building and maintaining client relationships, conducting market research, and preparing financial plans in line with regulatory standards and client needs.
Qualifications
* Expertise in Financial Planning and Financial Advisory services
* Experience with Investments and Retirement Planning strategies
* Strong knowledge of Finance and wealth management principles
* Excellent interpersonal and client relationship management skills
* Ability to work independently and as part of a team
* Professional qualifications in financial planning or advisory services (such as DipPFS or equivalent, desirable)
* Awareness of industry regulations and compliance requirements