Independent Firm Sustainable Investment Focus

Are you a motivated financial professional eager to blend your technical expertise with a client-first ethos? Join a values-driven Independent Financial Adviser (IFA) firm that champions sustainable investing and client-centric financial strategies.

?? What You'll Be Doing

You'll be working shoulder-to-shoulder with a top-billing adviser, honing your advisory skills in a collaborative and nurturing environment:

• ?? Attending client meetings and contributing to meaningful financial planning conversations
• ?? Assisting in portfolio construction with a sustainability focus
• ?? Producing tailored suitability reports and well-researched recommendations
• ?? Conducting in-depth investment and product research
• ?? Presenting cash flow modelling and future-proofing client plans

�? What We're Looking For

This role is ideal for someone who thrives on detail but sees the bigger picture:

• Strong paraplanning background with ambitions to grow into a full advisory role
• Client-facing confidence and relationship-building finesse
• Working towards Chartered status (or already on the path)
• Passionate about ethical financial planning and making a difference

�? What You'll Get

• Competitive base salary up to £65,000
• Discretionary bonus scheme
• A supportive team with mentoring from a leading adviser
• Opportunity to evolve into an advisory position as you grow

This is more than a job—it’s a chance to be part of a purpose-led firm where sustainability meets personal financial empowerment.

?? Ready to elevate your career and your impact? Apply now and let’s build a brighter financial future together. Please contact Ursula at Financial Divisions