Experienced Financial Consultant Wanted for Boutique IFA Firm

1 month ago


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

About the Role:

We are seeking an experienced Financial Adviser to join our team at IT Bods Ltd, a leading boutique Independent Financial Adviser firm in St Helens. As a key member of our team, you will play a crucial role in delivering exceptional client experiences and driving business growth.

Key Responsibilities:

  • To provide high-quality financial advice to personal and corporate clients, leveraging your expertise and industry knowledge to build strong relationships and drive results.
  • To work closely with our back-office support team to ensure seamless execution of client services, allowing you to focus on what matters most – delivering exceptional client experiences.

Requirements:

  • You must hold a Level 4 Diploma in Financial Advice or Chartered and have a minimum of two years' experience as a Financial Adviser/IFA.
  • You should demonstrate a strong business and professional network to facilitate client acquisition and retention, showcasing your ability to drive business growth and deliver results.

Benefits:

  • A competitive basic salary of circa £50,000, plus a clear and concise bonus and benefits structure that offers unlimited income potential.
  • An office-based environment with flexible working options, allowing you to balance work and personal life effectively.
  • A clear and supportive career progression plan, designed to help you achieve your long-term career goals.
  • A fresh and vibrant office environment that is designed around providing a great client experience, reflecting our commitment to excellence and customer satisfaction.
  • Comprehensive Paraplanner, back-office, and sales/marketing support, ensuring you have all the tools and resources needed to succeed.
  • Close collaboration with our internal mortgage team, introducers, and professional connections, fostering a culture of partnership and collaboration.

About Us:

IT Bods Ltd is a dynamic and supportive organization that values its employees and clients alike. We offer a collaborative and inclusive work environment that encourages growth, innovation, and continuous improvement. If you are passionate about delivering exceptional client experiences and driving business growth, we would love to hear from you.



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