Independent Financial Adviser | Truro, Cornwall | Up to £75,000 + £5,000 Car Allowance
employed | Home/remote-based with office access
Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice?
Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they're looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA.
You'll take ownership of your clients' current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best.
This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings.
The Role
Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes
Review and respond to clients' changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans
Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the company's lead generation programme
Make full use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business
Build and maintain strong client and introducer relationships through meetings, seminars and ongoing feedback to the team
Arrange meetings with corporate and individual clients — in-office, at clients' homes or business premises, or virtually via Microsoft Teams
Conduct in-depth reviews of clients' financial circumstances, current provision and future objectives, researching and preparing financial planning reports tailored to individual client needs across all advice areas
Deliver accurate management information as required
What We're Looking For
Diploma in Regulated Financial Planning (or FCA-approved equivalent), and able to maintain CF30 status in line with FCA regulations
A clear, client-centric approach, with a well-presented and articulate manner and a genuine commitment to doing right by clients
Excellent interpersonal skills, approachability and professionalism, comfortable using digital tools to communicate with clients in new and virtual ways
A track record of attracting new clients and growing a client bank through relationships
What's On Offer
Support to build your client base and future practice value
End-to-end, in-house client journey support — full DIS, admin and paraplanning
A client-centric proposition and trusted brand reputation, with a strong learning and development culture
An in-house investment platform for efficient, cost-effective client solutions
Consultative marketing support
Access to Lead geenraiton tools
Market-leading back-office and point-of-sale technology
Full administration support