Location
Liverpool
Salary Competitive TypePermanent WorkplaceOn-Site Ref89701
Recruiter Managing This Role
Location: Newcastle & surrounding areas
Position: Employed Independent Financial Adviser
Type: Full-time, employed
Overview
An established and growing wealth management firm is seeking an experienced Independent Financial Adviser to support continued regional growth. This is an opportunity to join a values-led business with a strong reputation for high-quality, compliant, client-focused advice.
Key Responsibilities
1. Provide holistic, independent financial advice aligned to client goals and regulatory standards
2. Build and maintain long-term client relationships based on trust and professionalism
3. Deliver advice across areas such as retirement planning, investments, protection, and estate planning
4. Operate within FCA regulatory requirements and internal compliance frameworks
5. Contribute positively to the firms culture, values, and long-term growth strategy
Candidate Requirements
6. QCF Level 4 qualified (minimum)
7. Proven experience as an Independent Financial Adviser
8. Strong compliance history and client-centric approach
9. Professional, ethical, and values-driven
10. Ability to operate autonomously while contributing to a collaborative environment
Desirable Attributes
11. Established client relationships or demonstrable track record of advice delivery
12. Strong local market knowledge within the North of England
13. Long-term career mindset aligned with firm growth
Whats on Offer
14. Employed position within a stable, growing firm
15. High-quality support infrastructure
16. Long-term career opportunity with scope for progression
17. Competitive remuneration aligned to experience and performance