Junior Adviser / IFA

Your new company An excellent opportunity has arisen for an adviser within a well-established and forward-thinking financial advisory company. This is an ideal role for an adviser in the early stages of their advisory career seeking career progression. Your new role Providing holistic advice across the full range of financial planning with a focus on pension and investment planning, creating holistic financial plans tailored to clients' needs using cashflow planning. Advice areas will include pension switching, at retirement advice, new investments, investment transfers, tax and trusts, protection and long-term care. You will be provided with a client portfolio to service and develop, which will include annual reviews and writing new business, establishing and building strong client relationships both face to face and through remote meetings. You will be provided with a high level of support to develop your advisory skills, encouraged to attend networking events, What you'll need to su...