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Permanent

Independent Financial Advisor (IFA)

Wolverhampton
money-bag 60000.00-60000.00 Annual
3085941226
Posted Yesterday

Financial Planner - £60,000-£80,000 Basic + OTE £100k+Location: WombourneSalary: £60,000-£80,000 basic (experience and qualifications dependent)On-Target Earnings: £100,000+Additional: Car allowance + extensive employee benefitsEmployment Type: Full-time, permanentAbout the RoleAn exceptional opportunity for an experienced and client-centred Financial Planner to join a reputable and progressive organisation. You will deliver holistic, compliant financial advice, build long-term relationships, and help clients achieve financial confidence and wellbeing.You will manage a well-established portfolio of approximately 100 households, with full paraplanning and administrative support, ensuring you can focus on delivering high-quality advice aligned with FCA and Consumer Duty standards.Key ResponsibilitiesFinancial Planning and AdviceDeliver regulated advice across pensions, investments, protection, and estate planning.Conduct thorough client reviews and use interactive Cashflow Modelling.Recommend suitable solutions supported by a centralised investment proposition.Prepare professional financial plans and suitability letters.Identify opportunities within your client bank to support business growth.Compliance and RegulatoryMaintain fully compliant and accurate records.Follow FCA, Consumer Duty, KYC/AML and internal compliance protocols.Protect client data in line with company policies.Client RelationshipsBuild strong, ongoing relationships through regular structured reviews.Recognise

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