Financial Adviser jobs in Barnstaple

Behind every good piece of financial advice is someone making sure it’s accurate, complete and delivered properly. At Croft & Co, that will be you.

Bideford, North Devon | Full-time, office-based | Salary £31,000 - £35,000 dependent upon experience and qualifications.

Croft & Co is an established independent financial advice firm in Bideford: a small, close-knit team built on long-term client relationships, high professional standards and integrity. Here you won’t be a number. Your work will be seen, valued and relied on every day.

The role

You’ll work alongside our Principal and Financial Advisers and own the processes behind the advice, so they can spend more time with clients. You’ll follow every case from first information gathering through to new business and annual reviews, making sure each client file is complete, accurate and compliant at every stage.

If you love seeing a case through from start to finish, you’ll fit right in.

What you’ll be doing

• Adviser support: checking meeting packs, actioning follow-ups and drafting client correspondence
• LOAs: processing LOAs, summarising plan information and chasing anything missing
• Paraplanning: acting as the main link with our outsourced paraplanners, from request to final report
• New business: checking all documentation, ID&V and AML are in place before submission, and that Intelliflo is updated accurately
• Income: recording expected fees and commission and helping with income reconciliation
• Annual reviews: checking review packs, issuing review letters and evidencing ongoing service
• Compliance: keeping client files audit-ready and helping identify clients who may be vulnerable
• Team cover: supporting colleagues across the client support team when needed

Who we’re looking for

• Experience in a financial planning support, client services or administration role at an IFA or wealth management firm
• Ideally part-qualified, for example working towards or holding units of the CII Diploma in Regulated Financial Planning
• Hands-on experience with LOAs and new business applications
• A working knowledge of pensions and investments, and confidence with provider platforms
• Familiarity with Intelliflo or a similar back-office system
• Sharp attention to detail and strong written communication
• A proactive approach: you chase what’s outstanding and see things through

What we offer

• Salary up to £35,000 per annum dependent upon experience and qualifications
• 29 days' holiday including bank holidays, increasing with service
• Workplace pension
• Support towards completing your CII qualifications
• Free parking
• A friendly, supportive team where your contribution genuinely matters

Ready to apply? Send us your CV through Indeed

We will begin contacting shortlisted candidates from 13th November.

Pay: Up to £35,000.00 per year

Benefits:

• Company pension
• Free parking
• On-site parking

Experience:

• Financial Planning Support: 1 year (required)

Work Location: In person