Dynamite Recruitment are supporting an Independent Financial Planning frim on the recruit for a Holistic Financial Advisor to join their team! Helping clients achieve their goals through personalised strategies. Who focus on building strong, long-term relationships based on meaningful, goal-oriented conversations.
Role Overview
Seeking an experienced IFA to work closely with the Managing Director, delivering tailored financial advice and supporting business growth. This is an opportunity to make a real difference in clients’ financial futures. We can offer company share scheme too.
Responsibilities
Client Relationship Management: Build lasting client relationships through personalized advice and regular communication.
Holistic Financial Planning: Develop comprehensive plans covering retirement, investments, tax, and estate planning.
Collaboration: Work with the Managing Director on strategy development and business growth.
Tailored Advice: Provide advice based on clients’ individual goals, not just products.
Teamwork: Contribute to a positive, collaborative environment within the team. Key Skills & Experience
Proven experience as an IFA, ideally with expertise/passion in holistic financial planning.
Strong communication and client relationship skills.
Experience in retirement planning, investments, tax, and estate planning.
Hold relevant industry qualifications (e.g., Level 4 Diploma in Regulated Financial Planning). Why Join Us?
Work in a supportive, client-focused, personal environment.
Collaborate with the Managing Director and grow with the company.
Competitive salary and benefits.
Hybrid working If you're an experienced IFA with a passion for client relationships and holistic planning, please apply or call Tegan at Dynamite Recruitment for more details