🚨 We're Hiring: Independent Financial Adviser (IFA) | Leamington Spa 🚨
Join a growing financial planning business within a well-established accountancy practice. We're looking for an experienced, client-focused IFA to manage an existing client bank and develop new business opportunities in partnership with our accountancy team.
📍 Location: Leamington Spa
💼 Type: Full-Time, Permanent
💰 Salary: Competitive + Bonus
🕐 Hours: Mon–Thurs 8:30–4:30, Fri 8:30–2:00
What You'll Do:
✅ Provide professional financial advice to a dedicated client bank
✅ Work collaboratively with the Practice's accountants to uncover new opportunities
✅ Ensure compliance and accurate client records
✅ Build lasting client relationships
What You’ll Need:
✔ Level 4 Diploma in Financial Planning (Chartered/Certified desirable)
✔ 2+ years as an IFA
✔ Excellent communication and organisational skills
Perks:
🌟 Bonus scheme
🌟 22 days holiday + bank holidays + Christmas closure
🌟 Private medical, pension
Interested? Send us your CV and a brief cover letter outlining your fit for the role.
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