Independent Financial Adviser

Independent Financial Adviser – Newark, Existing Client Bank, Career Development  
  
The Job 

An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service. 

This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations.  

Key responsibilities include: 

Providing ongoing financial advice and support to existing clients 
Developing new financial services business alongside Partners and Fee Earners 
Reviewing client portfolios in line with ongoing service agreements 
Identifying client needs and researching the market to provide suitable recommendations 
Maintaining...

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