SonicJobs Logo
Left arrow iconBack to search

Independent Financial Adviser (IFA)

EFE Personnel Limited
Posted 3 days ago, valid for a month
Location

Prescot, Merseyside L34 2GA, England

Salary

£45,000 per annum

Contract type

Full Time

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

Sonic Summary

info
  • The Independent Financial Adviser (IFA) position is based in St Helens, North West England, and is a permanent, full-time role.
  • The salary for this position is approximately £50,000 per annum, with additional bonus opportunities.
  • Candidates must have a minimum of 5 years' experience in a similar role and be a qualified IFA registered with the Financial Conduct Authority (FCA).
  • The role involves providing financial advice on various products, developing financial plans, and regularly reviewing clients' financial situations.
  • Strong communication skills and a degree in Finance, Economics, or a related field are required, with professional qualifications preferred.

Job Title: Independent Financial Adviser (IFA)

Location: North West England, Merseyside, St Helens

Job Type: Permanent, Full-Time

Primary Industry: Banking and Finance

Salary: Circa £50,000 per annum + bonus

Job Duties:

  • Providing financial advice to clients on investments, pensions, insurance, and other financial products
  • Analysing financial information to recommend suitable products and services
  • Developing financial plans to help clients achieve their financial goals
  • Monitoring and reviewing clients' financial situations regularly
  • Keeping up-to-date with industry regulations and best practises

Required Qualifications:

  • Qualified Independent Financial Adviser (IFA)
  • Registered with the Financial Conduct Authority (FCA)
  • Strong understanding of financial products and services

Education:

  • Degree in Finance, Economics, Business, or related field
  • Professional qualifications such as Chartered Financial Planner (CFP) preferred

Experience:

  • Minimum of 5 years' experience in a similar role
  • Proven track record of successfully managing client portfolios

Knowledge and Skills:

  • Excellent communication and interpersonal skills
  • Ability to explain complex financial information clearly
  • Strong analytical and problem-solving skills
  • Attention to detail and accuracy

Preferred Qualifications:

  • Chartered Financial Analyst (CFA) designation
  • Membership of professional bodies such as the Personal Finance Society (PFS)

Working Conditions:

  • Office-based role with occasional client visits
  • Standard working hours with flexibility required to meet client needs
  • May involve travel within the region to meet clients

Apply now in a few quick clicks

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