Financial Services Professional

5 days ago

St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time
Independent Financial Advisor Opportunity

This 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 Role

As an Independent Financial Advisor, you will be responsible for servicing a portfolio of existing clients, undertaking ongoing financial planning reviews, and generating new business opportunities. You will benefit from full administration and paraplanning support, enabling you to write excellent levels of business and provide quality service.

Requirements
  • Minimum Level 4 Diploma in Financial Advice
  • Experience as a Financial Advisor and CAS status
  • Proactive approach to generating new business opportunities
  • Ability to bring transferable business (desirable)
  • Outstanding communication skills and ability to foster long-term relationships
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
  • 23 days annual leave + Bank holidays as standard, 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
About the Company

Premier Jobs UK Limited is a long-established Independent Financial Advisory firm with a strong upwards trajectory. We are committed to providing our clients with exceptional service and support, and we are looking for an ambitious individual to join our team.

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