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Financial Adviser (IFA) - £50,000 Basic + Uncapped Bonus Location: St Helens, Merseyside
About the Company: A highly-regarded boutique Independent Financial Adviser (IFA) practice in St Helens seeks an experienced Financial Adviser to join their team. Known for exceptional client service and a supportive culture, this firm offers an excellent environment for professional growth.
Key Responsibilities:
- Provide comprehensive financial advice to high-quality personal and corporate clients
- Manage and grow existing client relationships
- Develop new business opportunities through established networks
- Deliver exceptional client service aligned with company standards
- Work collaboratively with Paraplanners and administrative support
- Maintain compliance with regulatory requirements
Essential Requirements:
- Level 4 Diploma in Financial Advice (Chartered status advantageous)
- Minimum 2 years' experience as FA/IFA
- Comprehensive product and technical knowledge
- Proven track record in client relationship management
- Established professional network
- FCA approved or eligible for approval
- Strong interpersonal and communication skills
Package Benefits:
- £50,000 basic salary
- Uncapped bonus potential
- Flexible working options
- Clear career progression pathway
- Comprehensive Paraplanning support
- Full back office support
- Sales and marketing assistance
- Access to internal mortgage team
- Established professional connections
Working Environment: Office-based role with flexible working options in a collaborative, supportive team setting.
Career Development: Clear progression pathways with emphasis on professional development and growth opportunities.
