Employed IFA

Heat Recruitment
Liverpool

Location: Newcastle & surrounding areas / Leeds & North Yorkshire
Position: Employed Independent Financial Adviser
Type: Full-time, employed

Overview

An established and growing wealth management firm is seeking an experienced Independent Financial Adviser to support continued regional growth. This is an opportunity to join a values-led business with a strong reputation for high-quality, compliant, client-focused advice.

Key Responsibilities

  • Provide holistic, independent financial advice aligned to client goals and regulatory standards

  • Build and maintain long-term client relationships based on trust and professionalism

  • Deliver advice across areas such as retirement planning, investments, protection, and estate planning

  • Operate within FCA regulatory requirements and internal compliance frameworks

  • Contribute positively to the firm’s culture, values, and long-term growth strategy

Candidate Requirements

  • QCF Level 4 qualified (minimum)

  • Proven experience as an Independent Financial Adviser

  • Strong compliance history and client-centric approach

  • Professional, ethical, and values-driven

  • Ability to operate autonomously while contributing to a collaborative environment

Desirable Attributes

  • Established client relationships or demonstrable track record of advice delivery

  • Strong local market knowledge within the North of England

  • Long-term career mindset aligned with firm growth

What’s on Offer

  • Employed position within a stable, growing firm

  • High-quality support infrastructure

  • Long-term career opportunity with scope for progression

  • Competitive remuneration aligned to experience and performance

Posted 2026-01-22

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