Independent Financial Advisor
2 weeks ago
This employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hunger Advisor to join a growing IFA firm in the North West.
The business will provide you with circa 15 existing clients to service each month and undertake their ongoing financial planning reviews. In addition, the business receives regular enquiries from their introducers, social media and website, and should be able to provide you with 2 - 3 quality new leads per week.
Alongside the new and existing clients provided by the company, it is important you are switched onto always looking for new business opportunities, whether that is obtaining referrals, building relationships with introducers or utilising their marketing materials on social media. You should look to self-generate business on a regular basis.
You will benefit from full administration and paraplanning support to enable you to write excellent levels of business and provide quality service.
Independent Financial Advisor Requirements
- You must hold minimum Level 4 Diploma in Financial Advice
- You should have experience as a Financial Advisor and hold CAS status
- You should be comfortable in being proactive to generate new business opportunities
- Individuals with ability to bring transferable business would be preferable
- Outstanding communication skills, with the ability to foster long-term relationships
The Company
This long established Independent Financial Advisory firm is growing rapidly and is looking for an ambitious individual to join the team. The business continues to create record-breaking performances and has a strong upwards trajectory.
Independent Financial Advisor Benefits
- Salary of up to £60,000 with OTE of £85,000
- 35 hour working week
- Hybrid working with up to 2 days from home (office based initially during training)
- 23 days annual leave + Bank holidays as standard plus your birthday, rising to 28 with length of service
- Back-office support
- Company-funded life assurance cover and attractive pension scheme
- Fee-free financial advice, including mortgages and insurance.
Locations
Saint Helens
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
-
Independent Financial Advisor
1 week ago
St Helens, United Kingdom Premier Jobs UK Limited Full timeThis employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hunger Advisor to join a growing IFA firm in the North West.The business will provide you with circa 15 existing clients to service each month and undertake their ongoing financial planning reviews. In addition, the business receives regular enquiries from...
-
Independent Financial Advisor
2 weeks ago
St Helens, United Kingdom Premier Jobs UK Limited Full timeThis employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hunger Advisor to join a growing IFA firm in the North West.If your skills, experience, and qualifications match those in this job overview, do not delay your application.The business will provide you with circa 15 existing clients to service each month and...
-
Independent Financial Advisor
2 weeks ago
St. Helens, Merseyside, United Kingdom Premier Jobs UK Limited Full timeThis employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hunger Advisor to join a growing IFA firm in the North West.The business will provide you with circa 15 existing clients to service each month and undertake their ongoing financial planning reviews. In addition, the business receives regular enquiries from...
-
Independent Financial Advisor
2 weeks ago
St. Helens, Merseyside, United Kingdom Premier Jobs UK Limited Full timeThis employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hunger Advisor to join a growing IFA firm in the North West.The business will provide you with circa 15 existing clients to service each month and undertake their ongoing financial planning reviews. In addition, the business receives regular enquiries from...
-
Financial Services Advisor
3 days ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeIndependent Financial Advisor Job OpportunityThis is an exciting chance for a proactive and ambitious individual to join a growing Independent Financial Advisory firm in the North West. The company is looking for a skilled Financial Advisor to service existing clients, undertake ongoing financial planning reviews, and generate new business opportunities.Key...
-
Financial Services Advisor
3 days ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeIndependent Financial Advisor Job OpportunityThis is an exciting chance for a proactive and ambitious individual to join a growing Independent Financial Advisory firm in the North West. The company is looking for a skilled Financial Advisor to service existing clients, undertake ongoing financial planning reviews, and generate new business opportunities.Key...
-
Financial Advisor
5 months ago
St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout Our Client:Our client, a borderless and independent financial advisory consultancy, is dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach that sets them apart in the offshore marketplace.Why Choose Our Client:Our client is committed to providing the key...
-
Independent Financial Adviser
4 months ago
St. Austell, United Kingdom AFH Financial Group Full time**Independent Financial Adviser - Location of clients Cornwall, St Austell, Truro, Bodmin** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients...
-
Independent Financial Adviser
4 months ago
St. Austell, United Kingdom AFH Financial Group Full time**Independent Financial Adviser - Cornwall/ St Austell and Truro** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial...
-
Financial Services Professional
2 weeks ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeIndependent Financial Advisor Job in Saint HelensThis employed, Independent Financial Advisor role offers a chance to join a growing IFA firm in the North West, providing a proactive and dynamic environment for a skilled Advisor to thrive.The business provides circa 15 existing clients to service each month, along with ongoing financial planning reviews....
-
Financial Services Professional
2 weeks ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeIndependent Financial Advisor Job in Saint HelensThis employed, Independent Financial Advisor role offers a chance to join a growing IFA firm in the North West, providing a proactive and dynamic environment for a skilled Advisor to thrive.The business provides circa 15 existing clients to service each month, along with ongoing financial planning reviews....
-
Financial Services Professional
2 weeks ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeIndependent Financial Advisor Job OpportunityThis employed Independent Financial Advisor role in the North West offers a chance to join a growing IFA firm.The business provides circa 15 existing clients to service each month, undertaking ongoing financial planning reviews. Regular enquiries from introducers, social media, and the website also contribute to...
-
Financial Services Professional
2 weeks ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeIndependent Financial Advisor Job OpportunityThis employed Independent Financial Advisor role in the North West offers a chance to join a growing IFA firm.The business provides circa 15 existing clients to service each month, undertaking ongoing financial planning reviews. Regular enquiries from introducers, social media, and the website also contribute to...
-
Financial Services Professional
2 weeks ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeIndependent Financial Advisor OpportunityThis employed, Independent Financial Advisor role in Saint Helens presents a chance for a proactive, hunger Advisor to join a growing IFA firm in the North West.The business will provide you with circa 15 existing clients to service each month and undertake their ongoing financial planning reviews. In addition, the...
-
Financial Services Professional
2 weeks ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeIndependent Financial Advisor OpportunityThis employed, Independent Financial Advisor role in Saint Helens presents a chance for a proactive, hunger Advisor to join a growing IFA firm in the North West.The business will provide you with circa 15 existing clients to service each month and undertake their ongoing financial planning reviews. In addition, the...
-
Financial Services Professional
5 days ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeIndependent Financial Advisor OpportunityThis is an exciting chance for a proactive and ambitious Financial Advisor to join a rapidly growing IFA firm in the North West. The business offers a unique blend of existing clients and new business opportunities, allowing you to build a successful career in financial services.About the RoleAs an Independent...
-
Financial Services Professional
5 days ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeIndependent Financial Advisor OpportunityThis is an exciting chance for a proactive and ambitious Financial Advisor to join a rapidly growing IFA firm in the North West. The business offers a unique blend of existing clients and new business opportunities, allowing you to build a successful career in financial services.About the RoleAs an Independent...
-
Financial Services Professional
2 weeks ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time### Job Overview We are seeking a proactive and ambitious Independent Financial Advisor to join our growing IFA firm in the North West. As a key member of our team, you will be responsible for servicing a portfolio of existing clients and undertaking their ongoing financial planning reviews. ### Key Responsibilities * Service a portfolio of circa 15...
-
Financial Services Professional
2 weeks ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time### Job Overview We are seeking a proactive and ambitious Independent Financial Advisor to join our growing IFA firm in the North West. As a key member of our team, you will be responsible for servicing a portfolio of existing clients and undertaking their ongoing financial planning reviews. ### Key Responsibilities * Service a portfolio of circa 15...
-
Financial Services Professional
1 week ago
St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity for a Proactive Financial AdvisorThis employed, Independent Financial Advisor role in the North West offers a chance to join a growing IFA firm and service existing clients with ongoing financial planning reviews.The business receives regular enquiries from introducers, social media, and their website, providing opportunities for a proactive...
