Independent Financial Adviser

2 weeks ago

Eccleston St Helens, United Kingdom EFE Personnel Full time

Job Title: Independent Financial Adviser (IFA)

Location: North West England, Merseyside, St Helens

Job Type: Permanent, Full-Time

Primary Industry: Banking and Finance

Salary: Circa £50,000 per annum + bonus

Job Duties:

Providing financial advice to clients on investments, pensions, insurance, and other financial products
Analysing financial information to recommend suitable products and services
Developing financial plans to help clients achieve their financial goals
Monitoring and reviewing clients' financial situations regularly
Keeping up-to-date with industry regulations and best practises

Required Qualifications:

Qualified Independent Financial Adviser (IFA)
Registered with the Financial Conduct Authority (FCA)
Strong understanding of financial products and services

Education:

Degree in Finance, Economics, Business, or related field
Professional qualifications such as Chartered Financial Planner (CFP) preferred

Experience:

Minimum of 5 years' experience in a similar role
Proven track record of successfully managing client portfolios

Knowledge and Skills:

Excellent communication and interpersonal skills
Ability to explain complex financial information clearly
Strong analytical and problem-solving skills
Attention to detail and accuracy

Preferred Qualifications:

Chartered Financial Analyst (CFA) designation
Membership of professional bodies such as the Personal Finance Society (PFS)

Working Conditions:

Office-based role with occasional client visits
Standard working hours with flexibility required to meet client needs
May involve travel within the region to meet clients

  • Independent Financial Adviser

    1 month ago

    Eccleston, St. Helens, United Kingdom CV-Library Full time

    Job Title: Independent Financial Adviser (IFA) Location: North West England, Merseyside, St Helens Job Type: Permanent, Full-Time Primary Industry: Banking and Finance Salary: Circa £50,000 per annum + bonus Job Duties: Providing financial advice to clients on investments, pensions, insurance, and other financial products Analysing financial...

  • Independent Financial Adviser

    6 months ago

    St. Austell, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Location of clients Cornwall, St Austell, Truro, Bodmin** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients...

  • Independent Financial Adviser

    4 weeks ago

    St Helens, 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

    4 weeks ago

    St Helens, 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

    2 weeks ago

    St Helens, 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

    4 weeks ago

    St Helens, United Kingdom CV-Library 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

    4 weeks 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

    4 weeks 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

    4 weeks 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

    4 weeks 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

    2 months ago

    St John's Chapel, United Kingdom CV-Library Full time

    Independent Financial Adviser - Barnstaple At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate...

  • IT Bods Ltd | Independent Financial Adviser | st helens, merseyside

    7 days ago

    Saint Helens, United Kingdom IT Bods Ltd Full time

    Job DescriptionIndependent 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...

  • Employed Financial Adviser to manage existing client bank, St Albans, £65k-£75k, hybrid working

    7 days ago

    St Albans, United Kingdom Financial Divisions Full time

    Package: £65k-£75k, plus competitive bonus and excellent benefits package with hybrid working My client based in St Albans is a well-established independent firm of Chartered Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT,...

  • Senior Financial Consultant

    2 weeks ago

    St Helens, United Kingdom IT Bods Ltd Full time

    Company OverviewWe are a boutique Independent Financial Adviser firm based in St Helens, seeking an experienced Financial Adviser to join our dynamic and supportive environment. Our role offers the perfect opportunity for you to take your career to the next level.

  • Independent Financial Advisor

    1 month 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

    1 month 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...

  • Financial Adviser

    6 months ago

    Bury St. Edmunds, United Kingdom Foresters Financial Full time

    We have an opportunity for an enthusiastic and confident individual to join our team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you succeed in your role. You will enjoy the autonomy of being home based and...

  • Senior Financial Consultant

    4 weeks ago

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

    Discover a dynamic and supportive environment as a Financial Adviser at IT Bods Ltd in St Helens. Our boutique Independent Financial Adviser firm seeks an experienced professional to join their team.The role offers a £50,000 basic salary plus a bonus and benefits structure with unlimited income potential. You will have the opportunity to spend your time...

  • Independent Financial Advisor

    1 month 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...