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Independent Financial Adviser

IT Bods Ltd
Posted 2 days ago, valid for a month
Location

St. Helens, Merseyside WA10 1UF, England

Salary

£50,000 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

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  • The position is for an Independent Financial Adviser at a boutique firm in St Helens.
  • Candidates must have a Level 4 Diploma in Financial Advice or Chartered status and at least two years of experience as a Financial Adviser.
  • The role offers a basic salary of approximately £50,000, along with a bonus and benefits structure that allows for unlimited income potential.
  • The firm provides a supportive environment with comprehensive back-office, Paraplanner, and sales/marketing support.
  • Flexible working options and clear career progression opportunities are also highlighted as key benefits of the role.

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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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.