Independent Financial Adviser

Independent Financial Adviser – Newark, Existing Client Bank, Career Development  
  
The Job 

An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service. 

This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations.  

Key responsibilities include: 

Providing ongoing financial advice and support to existing clients 
Developing new financial services business alongside Partners and Fee Earners 
Reviewing client portfolios in line with ongoing service agreements 
Identifying client needs and researching the market to provide suitable recommendations 
Maintaining high performance and client care standards 
Keeping the firm’s case management system fully up to date 
Ensuring all business activities are conducted compliantly and efficiently 
Working in accordance with firm policies, FCA regulations and best practice standards 
Cooperating fully with the Compliance Manager and Money Laundering Reporting Officer 
Occasional travel to other offices may be required  The Candidate 

The ideal candidate will hold a diploma-level financial services qualification. They will possess a strong understanding of investments, pensions and inheritance tax planning, alongside excellent communication and relationship management skills. 

Candidates should also demonstrate: 

Strong Microsoft Office skills, including Word, Excel and PowerPoint 
A strategic yet hands-on approach to work 
Excellent analytical and problem-solving abilities 
The ability to build strong working relationships at all levels 
The ability to work effectively under pressure and to deadlines 
A proactive attitude with strong integrity and empathy 
Team-oriented mindset with a good sense of humour  Desirable experience includes: 

Degree-level education or equivalent experience 
Trust investment experience 
Experience using case management systems 
Understanding of confidentiality and data protection requirements  The Package 

Monday to Friday working hours (9:00am - 5:15pm) 
Competitive salary depending on experience 
Regular performance related salary review  
Competitive holiday allowance 
Employee assistance programme 
Salary exchange pension scheme 
Life assurance (3x salary) 
Income protection 
Staff discount 
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Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.  
 
Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.  
 
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation