IRCFS - International Recruiters - Connecting Financial Specialists Limited
Financial Planner / Independent Financial Adviser
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Financial Planner / Independent Financial Adviser
Location: Shropshire
Employment Type: Full-Time, Permanent
Sector: Financial Planning / Wealth Management
CAS STATUS REQUIRED | LEVEL 4 MANDATORY | CHARTERED DESIRABLE
The Opportunity
We are delighted to be recruiting an experienced Financial Planner / Independent Financial Adviser on behalf of a highly respected, established independent financial planning and wealth management firm.
Our client has specifically requested that their identity and all confidential company information remain undisclosed at this stage. Further details will be shared with suitable candidates following an initial confidential conversation.
This is an excellent opportunity for an accomplished Financial Planner who values high-quality, holistic advice and wants to join a professional, client-focused business with a strong reputation and long-standing client relationships.
The Role
You will provide holistic, independent financial planning advice to individuals, families and business owners, developing long-term relationships and delivering an exceptional standard of ongoing service.
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Your responsibilities will include:
- Managing and developing long-term client relationships
- Providing holistic financial planning and independent advice
- Conducting comprehensive client reviews and identifying planning opportunities
- Advising across pensions, investments and retirement planning
- Supporting clients with tax-efficient wealth and estate planning strategies
- Understanding clients’ objectives, circumstances and longer-term financial goals
- Developing appropriate financial planning strategies and recommendations
- Working closely with Paraplanning and Client Services colleagues
- Maintaining the highest standards of compliance and regulatory documentation
- Building trusted, long-term relationships through a genuinely client-first approach
Essential Requirements
To be considered, you must have:
- Current CAS status
- Minimum Level 4 Diploma in Financial Planning
- Proven experience as a UK Financial Planner / Financial Adviser
- Strong technical knowledge across pensions and investments
- Experience delivering holistic financial planning
- Excellent client relationship and communication skills
- A strong understanding of FCA requirements and compliant advice processes
- A professional, ethical and client-focused approach
- Chartered Financial Planner status is highly desirable, as is meaningful progress towards Chartered status.
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The Ideal Candidate
We are looking for someone who is technically strong but equally comfortable building trusted relationships with clients.
You will understand that excellent financial planning is about much more than recommending products. You should be able to understand a client's wider circumstances and ambitions and translate these into a clear, long-term financial strategy.
This opportunity would particularly suit an adviser who values professionalism, independence, quality advice and long-term client relationships.
If you are a CAS Financial Planner with a minimum Level 4 qualification and would be interested in a discreet conversation about your next career move, please apply through LinkedIn.
All applications and conversations will be treated in the strictest confidence.
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