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Independent Financial Advisor

2 months ago

UK, UK, United Kingdom Bond Rec Full time

Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice.


Our client's prestigious office is located in Altrincham and the opportunity benefits from the support of a well-established client base plus a basic salary and competitive bonus structure. The role can be either employed or self-employed depending on the incoming advisers preference.


This is a great opportunity to take your career to the next level within a very successful IFA practice.


The practice is very supportive of personal and professional development and is committed to providing new and existing clients with exceptional service, your role will include providing advice to clients in the following areas :


  • Investment and portfolio construction
  • Cashflow planning and modelling
  • Pension and retirement planning
  • Inheritance tax and estate planning
  • Business investment and protection
  • Capital protection
  • Life planning and goal setting


About you

You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients.


You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser.


As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients.