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Direct message the job poster from Tate Recruitment
Principal Consultant/Headhunter @ Tate Recruitment
Financial Adviser (IFA)
Location: High Wycombe (Hybrid)
Employment Type: Full-time
About the Role
Are you a driven and strategic Financial Advisor (IFA) ready to take ownership of your client base and help shape the future of a growing firm? Our client is seeking a Level 4 qualified adviser to join their team in High Wycombe. This is a unique opportunity to assess the current business, attract new clients, and lead growth initiatives. Ideally you will be an IFA who has a blend of technical qualifications, interpersonal strengths, and business acumen.
Key Responsibilities as Financial Advisor
- Review and optimise the existing client book and business processes.
- Identify and implement opportunities for business growth.
- Develop strategies to attract and retain new clients.
- Provide holistic financial advice across pensions, investments, protection, and tax planning.
- Build and maintain strong client relationships.
- Work collaboratively with paraplanners and administrators to ensure high-quality service delivery.
Candidate Requirements as Financial Advisor
- Experience in financial advice and client relationship management.
- Level 4 qualified (DipPFS or equivalent); working towards Chartered status preferred.
- Proficient in Intelliflo Office or similar CRM systems.
- Commercially minded with a passion for business development.
- Strong understanding of FCA regulations and compliance.
- Excellent communication and interpersonal skills.
- Self-motivated, proactive, and growth-oriented.
What’s on Offer
- Supportive team and leadership.
- Flexible working arrangements.
- Access to high-quality leads and marketing support.
- Career progression opportunities and support for further qualifications.
- A chance to make a meaningful impact on the direction of the business.
Ready to take the next step?
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Consulting
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