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Independent Financial Adviser

IT Bods Ltd
Posted 2 days ago, valid for 17 days
Location

St. Helens, Merseyside WA11 9NN

Salary

£30,000 - £36,000 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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  • An Independent Financial Adviser (IFA) firm in St Helens is seeking an experienced Financial Adviser to join their team.
  • Candidates must hold a Level 4 Diploma in Financial Advice or Chartered status and have a minimum of two years of experience as an FA/IFA.
  • The role offers a basic salary of circa £50,000, along with a bonus structure and unlimited income potential.
  • The firm provides a dynamic and supportive environment with comprehensive back-office support and career progression opportunities.
  • This position emphasizes client-centric service, strong people skills, and the ability to manage and grow an existing client base.

Independent Financial Adviser

One of IT Bods leading clients is a boutique Independent Financial Adviser (IFA) firm in St Helens who are seeking an experienced Financial Adviser to join their team.

If you are looking for a dynamic, supportive and rewarding environment to help take your career to the next level then this could be the role for you.

The experienced back-office support team are in place to allow you to do what you do best, spending your time in front of high-quality personal and corporate clients.

Experience and Skills:

  • Must hold a Level 4 Diploma in Financial Advice or Chartered and a minimum of two years as an FA/IFA.
  • Possess robust and holistic product and technical knowledge.
  • You will be exceptionally good at managing and growing an existing client base.
  • Demonstrate a strong business and professional network to facilitate client acquisition and retention.
  • Exhibit a client-centric ethos with a focus on delivering exceptional service and value.
  • Strong people skills with the ability to connect and engage with clients effectively.
  • The ability to think outside of the box and have a can-do attitude.

Benefits:

  • Circa £50,000 basic salary plus a clear and concise bonus and benefits structure with unlimited income potential.
  • Office-based with flexible working option.
  • Clear and supportive career progression in place.
  • Fresh and vibrant office environment designed around providing a great client experience.
  • Comprehensive Paraplanner, back office and sales/marketing support.
  • Close collaboration with the internal mortgage team, introducers and professional connections.

If you are interested in hearing more about the Independent Financial Advisor opportunity, please click on the link to apply

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.