Job Description

Financial Adviser (IFA) Experienced

Berwick-upon-Tweed


Full-time, Permanent (37 hours per week)


50,000 - 90,000 (DOE)


We're currently recruiting for an exciting opportunity with our client based in Berwick Upon Tweed.


We are seeking a motivated professional to join our clients well-established and highly respected wealth management team. This is an excellent opportunity to deliver

independent, holistic financial advice

to a broad and growing client base, while working in a collaborative and supportive environment.

The Role

Provide

independent financial advice

across investments, pensions, estate and inheritance tax planning, trusts, and protection (note: this role does not involve mortgage advice). Build strong, trusted relationships with clients supporting their financial planning needs over the long term. Contribute to business growth through client retention and new business development. Ensure all advice and documentation meet FCA requirements and internal quality standards. Collaborate with a team of skilled

paraplanners and support staff

, who provide dedicated technical and administrative assistance. Keep up to date with regulatory changes and maintain high professional standards through CPD and personal development.

The Candidate

Level 4 Diploma in Regulated Financial Planning

(essential). Experience in financial advice or paraplanning within a regulated environment. Progress toward

Level 6 / Chartered status

(desirable). Solid knowledge of FCA regulations (e.g., COBS, Consumer Duty) and compliance standards. Strong verbal and written communication skills, with the ability to explain complex issues clearly. Proactive and collaborative approach to working within a team. Proficient in financial planning software (e.g., Voyant) and CRM systems (e.g., Xplan).

What's on Offer

A

supportive, collaborative environment

within a respected and forward-thinking firm. Mentoring, supervision, and ongoing training to support your career progression. Exposure to a wide variety of clients in a hybrid

accountancy wealth management

setting. Competitive salary (based on experience and qualifications).

32 days annual leave

(including public holidays), rising to 35 with long service. Life cover (3x salary). Employee perks and wellbeing schemes. Optional private healthcare. Professional study and qualification costs covered. Regular team socials and events.

Interested?

If you're a qualified Financial Adviser ready to bring your expertise to a growing, client-focused team, we'd love to hear from you.