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Financial adviser (ifa) - experienced

Berwick
Permanent
Adaptive Careers
Financial advisor
Posted: 3 September
Offer description

Financial Adviser (IFA) – Experienced 📍 Berwick-upon-Tweed Full-time, Permanent (37 hours per week) £50,000 - £90,000 (DOE) We’re currently recruiting for an exciting opportunity with our client based in Berwick Upon Tweed. We are seeking a motivated professional to join our clients well-established and highly respected wealth management team. This is an excellent opportunity to deliver independent, holistic financial advice to a broad and growing client base, while working in a collaborative and supportive environment. ⭐ The Role * Provide independent financial advice across investments, pensions, estate and inheritance tax planning, trusts, and protection (note: this role does not involve mortgage advice). * Build strong, trusted relationships with clients—supporting their financial planning needs over the long term. * Contribute to business growth through client retention and new business development. * Ensure all advice and documentation meet FCA requirements and internal quality standards. * Collaborate with a team of skilled paraplanners and support staff, who provide dedicated technical and administrative assistance. * Keep up to date with regulatory changes and maintain high professional standards through CPD and personal development. 👤 The Candidate * Level 4 Diploma in Regulated Financial Planning (essential). * Experience in f...

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