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Financial Adviser

Ortus PSR
Posted 14 days ago, valid for a month
Location

Chorley, Lancashire PR7, England

Salary

£30,000 - £60,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Job Title: Financial Adviser - IR35 Contractor Specialist
  • Location: Chorley, Lancashire (Hybrid role, with 2-3 days in office)
  • Salary: Up to £45,000 base salary, with OTE averaging £80,000
  • Experience Required: Previous experience as a Financial Adviser, ideally with exposure to IR35-related matters.
  • Year of Experience Required: Relevant qualifications (e.g., Diploma in Regulated Financial Planning) essential.

Job Title: Financial Adviser - IR35 Contractor Specialist

Location: Chorley, Lancashire (Hybrid role, with 2-3 days in office)

Salary: Up to £45,000 base salary, with OTE averaging £80,000

Benefits: Employee owner share scheme (after 6 months) providing an additional tax-free £3,000 annually on average.

Are you an experienced Financial Adviser with a knack for providing tailored advice to individuals impacted by IR35 legislation changes? Our client, a leading Independent Financial Adviser (IFA), is seeking a proactive and client-focused individual to join their team in Chorley, Lancashire.

Key Responsibilities:

  • Provide expert financial advice to contractors impacted by IR35 legislation changes.
  • Handle a high volume of enquiries and appointments efficiently.
  • Utilize warm leads provided by the company, ensuring effective follow-up and conversion.
  • Conduct all client meetings remotely, offering flexibility and accessibility.
  • Collaborate with internal teams to ensure seamless client experiences.

Requirements:

  • Previous experience as a Financial Adviser, ideally with exposure to IR35-related matters.
  • Ability to handle a high volume of enquiries while maintaining quality service.
  • Excellent communication and interpersonal skills, with the ability to build rapport remotely.
  • Strong organisational skills and attention to detail.
  • Relevant qualifications (e.g., Diploma in Regulated Financial Planning) essential.

Benefits:

  • Competitive base salary up to £45,000, with uncapped OTE averaging £80,000.
  • Opportunity to join an employee owner share scheme after 6 months, providing additional tax-free income annually.
  • Hybrid role offering a balance between remote work and office presence in Chorley.

If you're ready to make a meaningful impact by guiding IR35 contractors through financial complexities and maximising their financial well-being, we want to hear from you!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.