Liverpool
Location: Newcastle & surrounding areas
Position: Employed Independent Financial Adviser
Type: Full-time, employed
Overview
An established and growing wealth management firm is seeking an experienced Independent Financial Adviser to support continued regional growth. This is an opportunity to join a values-led business with a strong reputation for high-quality, compliant, client-focused advice.
Key Responsibilities
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Provide holistic, independent financial advice aligned to client goals and regulatory standards
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Build and maintain long-term client relationships based on trust and professionalism
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Deliver advice across areas such as retirement planning, investments, protection, and estate planning
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Operate within FCA regulatory requirements and internal compliance frameworks
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Contribute positively to the firm’s culture, values, and long-term growth strategy
Candidate Requirements
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QCF Level 4 qualified (minimum)
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Proven experience as an Independent Financial Adviser
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Strong compliance history and client-centric approach
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Professional, ethical, and values-driven
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Ability to operate autonomously while contributing to a collaborative environment
Desirable Attributes
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Established client relationships or demonstrable track record of advice delivery
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Strong local market knowledge within the North of England
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Long-term career mindset aligned with firm growth
What’s on Offer
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Employed position within a stable, growing firm
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High-quality support infrastructure
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Long-term career opportunity with scope for progression
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Competitive remuneration aligned to experience and performance