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Independent Financial Adviser (IFA) - North West Location: North West Salary: £50,000+ Negotiable + Performance Bonuses Industry: Financial Services Job Type: Permanent, Full-time
About Our Client: A distinguished Independent Financial Adviser Practice in the North West, working alongside a leading law firm, seeks an experienced IFA to join their expanding team. Our client has developed an outstanding reputation for delivering comprehensive financial solutions to both private and corporate clientele.
The Role: This rare opportunity has arisen due to practice growth and expansion. The successful candidate will work closely with a leading law firm, with cross-referral opportunities and relationship building being key aspects of the role.
Key Responsibilities:
• Provide holistic financial planning advice to HNW private and corporate clients
• Develop and maintain strong professional relationships
• Collaborate with internal teams and professional partners
• Manage and grow existing client portfolio
• Ensure compliance with FCA regulations and company procedures
Essential Requirements:
• UK Diploma qualified or Chartered plus CAS status
• Demonstrable track record in financial advisory
• Excellence in relationship management
• Strong commercial acumen
• Experience working with HNW clients
• Outstanding communication and influencing skills
• Team-oriented approach
Package Includes:
• Competitive basic salary £50,000+ (Negotiable)
• Performance-related bonuses
• Professional development support
• Comprehensive benefits package
• HNW client base
• In-house professional introducers
• Full paraplanning and administrative support
• Structured career progression pathway
• Exam support
For a confidential discussion about this opportunity, please forward your CV.
