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Independent Financial Adviser

IT Bods Ltd
Posted 11 days ago, valid for 7 days
Location

St. Helens, Merseyside WA10 1UF, England

Salary

£50,000 per annum

Contract type

Full Time

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Sonic Summary

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  • An Independent Financial Adviser 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 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 clear bonus and benefits structure that provides unlimited income potential.
  • The firm emphasizes a supportive environment with comprehensive back-office support and opportunities for career progression.
  • Ideal candidates should possess strong client management skills and a client-centric ethos, along with the ability to effectively engage with clients.

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

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.