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 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

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