Financial Adviser (IFA) – Experienced

Greaves West Ayre; Berwick-Upon-Tweed; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A respected wealth management firm is seeking an experienced Financial Planner to join their team in Berwick-Upon-Tweed. The role involves providing independent financial advice across a range of areas including investments and estate planning while ensuring compliance with FCA regulations. The position offers a competitive salary, mentoring opportunities, and the chance to work in a supportive environment focused on client relationships.

Benefits

32 days annual leave

Life cover (3x annual salary)

Employee perks and wellbeing schemes

Professional study and qualification costs covered

Regular social activities and team events

Qualifications

• Experience in a regulated financial advice or paraplanning role.
• Strong knowledge of FCA regulations (e.g., COBS, Consumer Duty).
• Deep understanding of financial planning processes and product suitability.

Responsibilities

• Provide independent financial advice across various wealth management areas.
• Contribute to the firm's growth through client relationship building.
• Ensure compliance with FCA requirements and internal quality standards.

Skills

FCA regulations knowledge

Communication skills

Team-oriented approach

Critical assessment ability

Financial planning tools proficiency

Education

Level 4 Diploma in Regulated Financial Planning

Progression toward Level 6 / Chartered status

Tools

Voyant

Xplan

Job description

We are looking to recruit an experienced Financial Planner to work at our office in Berwick upon Tweed

Job Type: Full time, 37 hours per week. Permanent

We will consider full and part-time applicants/job shares for this role.

Greaves West & Ayre Wealth Management is a division of Greaves West & Ayre, Chartered Accountants. Regulated by the FCA and recently listed as a Top 100 firm by *FT Adviser*, our wealth management team delivers holistic, independent financial advice to a broad and growing client base.

As a result of continued business success and expansion, we are looking to recruit an experienced Financial Planner to strengthen our team and support the delivery of trusted financial planning to individuals, families, and business owners across the region.

The Role

• Provide both initial and ongoing independent financial advice across all areas of wealth management, including investments, pensions, estate and inheritance tax planning, trusts, and protection. (This role does not involve mortgage advice.)
• Contribute to the growth and profitability of the firm through strong client relationship building, retention, and new business development.
• Ensure that all advice and documentation complies with FCA requirements and internal standards of quality, accuracy, and integrity.
• Work closely with our experienced and motivated paraplanners and support staff, who will provide dedicated technical and administrative assistance.
• Stay up to date with regulatory changes and maintain high professional standards through ongoing CPD and personal development.

The Candidate

• Level 4 Diploma in Regulated Financial Planning (required).
• Experience in a regulated financial advice or paraplanning role.
• Progression toward Level 6 / Chartered status (desirable).
• Strong knowledge of FCA regulations (e.g., COBS, Consumer Duty) and advice standards.
• Deep understanding of financial planning processes and product suitability.
• Strong verbal and written communication skills.
• Ability to assess cases critically and provide clear, reasoned input.
• Team-oriented with a proactive approach to supporting shared objectives.
• Proficient in financial planning tools (e.g., Voyant) and CRM systems (e.g., Xplan).

What You Can Expect

• A supportive, collaborative environment within a respected and forward-thinking firm.
• Dedicated mentoring, supervision, and in-house and external training to support your career progression.
• Opportunity to work in a hybrid accountancy-wealth management setting with varied and interesting client needs.
• A competitive salary package, negotiable based on experience and qualifications.
• 32 days annual leave (including public holidays), rising to 35 with long service.
• Life cover (3x annual salary).
• Employee perks and wellbeing schemes.
• Professional study and qualification costs covered.
• Regular social activities and team events.

Interested?

If you’re an experienced Financial Planner ready to join a firm that values integrity, independence, and long-term client relationships, we’d love to hear from you.

A member of the ICAEW Practice Assurance scheme.
Greaves West & Ayre is registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales.
Greaves West & Ayre is licensed by the Institute of Chartered Accountants in England and Wales to carry out the reserved legal activity of non-contentious probate in England and Wales.
Greaves West & Ayre Wealth Management is a division of Greaves West & Ayre, a firm authorised and regulated by the Financial Conduct Authority for investment business (FRN 100825)