Independent Financial Adviser (IFA)

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

Location: St. Helens, GB

Posted Date: 11/14/2024