Independent Financial Adviser
Modus Talent
The Job
An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their Wealth Management team. The successful candidate will provide high-quality advice across investments, pensions and wider financial planning matters, delivering a comprehensive and client-focused service.
This role requires a proactive and self-motivated individual who can develop and manage strong client relationships while ensuring all work is completed compliantly and in line with FCA regulations.
Key responsibilities include:
- Providing ongoing financial advice and support to existing clients
- Developing new financial services business alongside Partners and Fee Earners
- Reviewing client portfolios in line with ongoing service agreements
- Identifying client needs and researching the market to provide suitable recommendations
- Maintaining high performance and client care standards
- Keeping the firm’s case management system fully up to date
- Ensuring all business activities are conducted compliantly and efficiently
- Working in accordance with firm policies, FCA regulations and best practice standards
- Cooperating fully with the Compliance Manager and Money Laundering Reporting Officer
- Occasional travel to other offices may be required
The ideal candidate will hold a diploma-level financial services qualification. They will possess a strong understanding of investments, pensions and inheritance tax planning, alongside excellent communication and relationship management skills.
Candidates should also demonstrate:
- Strong Microsoft Office skills, including Word, Excel and PowerPoint
- A strategic yet hands-on approach to work
- Excellent analytical and problem-solving abilities
- The ability to build strong working relationships at all levels
- The ability to work effectively under pressure and to deadlines
- A proactive attitude with strong integrity and empathy
- Team-oriented mindset with a good sense of humour
- Degree-level education or equivalent experience
- Trust investment experience
- Experience using case management systems
- Understanding of confidentiality and data protection requirements
- Monday to Friday working hours (9:00am - 5:15pm)
- Competitive salary depending on experience
- Regular performance related salary review
- Competitive holiday allowance
- Employee assistance programme
- Salary exchange pension scheme
- Life assurance (3x salary)
- Income protection
- Staff discount
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Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.
Our approach is methodical, consultative and tailored - offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation.
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