Are you an experienced Financial Adviser or Independent Financial Adviser looking for a dynamic, supportive and rewarding environment to help take your career to the next level
We are excited to be working with a boutique Independent Financial Adviser (IFA) firm in St Helens who are seeking an experienced Financial Adviser to join their team.
This is a boutique firm that puts its staff at the heart of its multi-service proposition. Their reputation across the region is excellent, and it is a testimony to the company’s continued growth and success.
This would suit a career Financial Adviser who flourishes in a supportive and growth-focused environment. The experienced Paraplanner and 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:
- 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 very 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 interpersonal 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.
