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