Independent Financial Advisor

3 weeks ago

St Helens Merseyside, United Kingdom Premier Jobs UK Limited Full time €60,000

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 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
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
~ 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.

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