Description

This particular role will tick the boxes if you are looking for Clients, an employed contract and also some flexibility on Office/Home working !

This is a true IFA position.

The Role

We’re seeking an experienced Financial Planner to join a growing advisory team. This is a fantastic opportunity for a highly qualified professional to work with an established client base and contribute to the continued success of our business.

You will deliver tailored, holistic financial advice across a range of areas, including investments, pensions, retirement planning, estate planning, and protection — ensuring clients achieve their financial goals with clarity and confidence.

Key Responsibilities

• Provide expert, independent financial planning and advice to new and existing clients.
• Build and maintain long-term client relationships based on trust and integrity.
• Conduct comprehensive financial reviews and create bespoke financial plans.
• Work closely with paraplanning and administrative teams to deliver exceptional client service.
• Stay up-to-date with regulatory changes and market developments.
• Identify opportunities for business growth while maintaining the firm’s high ethical standards.

About You

• Minimum 5 years’ experience in financial planning or wealth management.
• Proven track record of providing holistic, client-focused advice.

What is offered:

• Competitive salary and bonus structure.
• Established and loyal client base.
• Ongoing professional development and CPD support.
• Supportive, collaborative team culture.
• Opportunities to contribute to business strategy and client service innovation.

Benefits:

• Company pension
• Life insurance
• Cash plan
• On-site parking
• Work from home

Please apply in confidence to John Heffernan Director of Coast