This particular role will tick the boxes if you are looking for Clients, an employed contract and also some flexibility on Office/Home working !
This is a true IFA position.
The Role
We’re seeking an experienced Financial Planner to join a growing advisory team. This is a fantastic opportunity for a highly qualified professional to work with an established client base and contribute to the continued success of our business.
You will deliver tailored, holistic financial advice across a range of areas, including investments, pensions, retirement planning, estate planning, and protection — ensuring clients achieve their financial goals with clarity and confidence.


Key Responsibilities
*Provide expert, independent financial planning and advice to new and existing clients.
*Build and maintain long-term client relationships based on trust and integrity.
*Conduct comprehensive financial reviews and create bespoke financial plans.
*Work closely with paraplanning and administrative teams to deliver exceptional client service.
*Stay up-to-date with regulatory changes and market developments.
*Identify opportunities for business growth while maintaining the firm’s high ethical standards.
About You
*Minimum 5 years’ experience in financial planning or wealth management.
*Proven track record of providing holistic, client-focused advice.
What is offered:
*Competitive salary and bonus structure.
*Established and loyal client base.
*Ongoing professional development and CPD support.
*Supportive, collaborative team culture.
*Opportunities to contribute to business strategy and client service innovation.
Benefits:
*Company pension
*Life insurance
*Cash plan
*On-site parking
*Work from home
Please apply in confidence to John Heffernan Director of Coast