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 experienced back-office support team are in place to allow you to do what you do best, spending your time in front of high-quality personal and corporate clients.

Experience and Skills:

Must hold a Level 4 Diploma in Financial Advice or Chartered and a minimum of two years as an FA/IFA.
Possess robust and holistic product and technical knowledge.
You will be exceptionally good at managing and growing an existing client base.
Demonstrate a strong business and professional network to facilitate client acquisition and retention.
Exhibit a client-centric ethos with a focus on delivering exceptional service and value.
Strong people skills with the ability to connect and engage with clients effectively.
The ability to think outside of the box and have a can-do attitude.Benefits:

Circa £50,000 basic salary plus a clear and concise bonus and benefits structure with unlimited income potential.
Office-based with flexible working option.
Clear and supportive career progression in place.
Fresh and vibrant office environment designed around providing a great client experience.
Comprehensive Paraplanner, back office and sales/marketing support.
Close collaboration with the internal mortgage team, introducers and professional connections.If you are interested in hearing more about the Independent Financial Advisor opportunity, please click on the link to apply

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