IFA/Financial Adviser


Company 

The Coast Partnership Ltd

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

Job Requirements/Description

We have a brilliant opportunity for an experienced IFA/Financial Adviser to join a successful wealth manger in London.

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.
Company 

The Coast Partnership Ltd

Location 

London

Employment Hours 

Full Time

Employment Type 

Permanent

Salary 

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