Trainee Independent Financial Advisor

4 weeks ago

Rainford Merseyside, United Kingdom Premier Jobs UK Full time €60,000

This employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hungry 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.

  • Independent Financial Advisor

    4 weeks ago

    Rainford, Merseyside, United Kingdom Premier Jobs UK Full time €60,000

    This employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hungry 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 months ago

    Rainford, United Kingdom CV-Library Full time

    This employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hungry 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

    3 weeks ago

    Rainford, United Kingdom Premier Jobs UK Full time

    This employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hungry 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 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...

  • Independent Financial Advisor

    3 weeks ago

    St. Helens, Merseyside, United Kingdom Premier Jobs UK Limited Full time

    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...

  • Independent Financial Advisor

    2 months ago

    St. Helens, Merseyside, United Kingdom Premier Jobs UK Limited Full time

    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...

  • Independent Financial Advisor

    2 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...

  • Mortgage Advisor

    4 weeks ago

    Rainford, Merseyside, United Kingdom Premier Jobs UK Full time €35,000

    This employed, Mortgage Advisor job in Saint Helens offers the chance for a proactive, hungry Advisor to join a growing IFA firm in the North West. The business will provide you with regular supply of leads from their professional introducer and enquiries from their large mortgage book. You should focus on providing excellent, informative mortgage and...

  • Financial Services Professional

    4 weeks ago

    Rainford, United Kingdom Premier Jobs UK Full time

    Independent Financial Advisor OpportunityThis is an exciting chance for a proactive and ambitious Financial Advisor to join a growing IFA firm in the North West. The business provides a solid foundation for success, with circa 15 existing clients to service each month and ongoing financial planning reviews. In addition, the firm receives regular enquiries...

  • Mortgage Advisor

    2 months ago

    Rainford, United Kingdom CV-Library Full time

    This employed, Mortgage Advisor job in Saint Helens offers the chance for a proactive, hungry Advisor to join a growing IFA firm in the North West. The business will provide you with regular supply of leads from their professional introducer and enquiries from their large mortgage book. You should focus on providing excellent, informative mortgage and...

  • Mortgage Advisor

    3 weeks ago

    Rainford, United Kingdom Premier Jobs UK Full time

    This employed, Mortgage Advisor job in Saint Helens offers the chance for a proactive, hungry Advisor to join a growing IFA firm in the North West.The business will provide you with regular supply of leads from their professional introducer and enquiries from their large mortgage book. You should focus on providing excellent, informative mortgage and...

  • Mortgage Advisor

    4 weeks ago

    Rainford, United Kingdom Premier Jobs UK Full time

    Mortgage Advisor Job OpportunityThis employed Mortgage Advisor role in the North West offers a proactive and hungry Advisor the chance to join a growing IFA firm. The business provides a regular supply of leads from their professional introducer and enquiries from their large mortgage book. As a Mortgage Advisor, you will focus on providing excellent,...

  • Independent Financial Adviser

    1 week ago

    St. Helens, Merseyside, United Kingdom IT Bods Ltd Full time €50,000

    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...

  • Independent Financial Adviser

    1 week ago

    st helens, merseyside, United Kingdom IT Bods Ltd Full time

    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...

  • Independent Financial Adviser

    1 week ago

    St. Helens, Merseyside, United Kingdom IT Bods Ltd Full time €50,000

    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...

  • Financial Services Coordinator

    4 weeks ago

    Rainford, United Kingdom Premier Jobs UK Full time

    IFA Administrator Job OpportunityThis is an exciting chance for an experienced individual to join a growing IFA firm in the North West. The company is looking for a skilled administrator to support their Financial Advisors and Paraplanner in providing high-quality financial planning services to clients. The successful candidate will have 12+ months'...

  • Mortgage Adviser

    4 weeks ago

    Rainford, Merseyside, United Kingdom Premier Jobs UK Full time €35,000

    This employed, Mortgage Advisor job in Saint Helens offers the chance for a proactive, hungry Advisor to join a growing IFA firm in the North West. The business will provide you with regular supply of leads from their professional introducer and enquiries from their large mortgage book. You should focus on providing excellent, informative mortgage and...

  • Mortgage Advisor

    4 weeks ago

    Rainford, United Kingdom Premier Jobs UK Full time £35,000

    Mortgage Advisor Job OpportunityThis employed Mortgage Advisor role in Saint Helens presents a chance for a proactive and ambitious Advisor to join a growing IFA firm in the North West. The business provides a regular supply of leads from their professional introducer and enquiries from their large mortgage book. The successful candidate will focus on...

  • Senior Financial Planning Specialist

    4 weeks ago

    Rainford, United Kingdom Premier Jobs UK Full time £60,000

    Job Opportunity: As a Senior Financial Planning Specialist, you will be responsible for servicing a portfolio of existing clients and undertaking their ongoing financial planning reviews. The business receives regular enquiries from their introducers, social media, and website, providing you with 2-3 quality new leads per week. You will benefit from full...

  • Independent Financial Adviser

    1 week ago

    St. Helens, Merseyside, United Kingdom IT Bods Ltd Full time

    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...