Financial Adviser

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.