Experienced Financial Planner/IFA : Client Bank Provided
Posted 1 week ago by Hays
£80,000 Per year
Undetermined
Hybrid
Cheshire West And Chester, England, United Kingdom
Summary: This role is for an experienced Financial Planner/IFA within a reputable firm that is expanding through organic growth and acquisitions. The position involves providing comprehensive financial planning advice, managing an existing client portfolio, and receiving full back-office support. The firm offers flexibility in working arrangements and anticipates further client acquisition. A competitive salary and performance-related bonuses are part of the compensation package.
Key Responsibilities:
- Provide financial planning advice across a full range of services.
- Manage and develop an existing client portfolio.
- Support clients with strong technical knowledge in investments and pensions.
- Utilize back-office support and paraplanning resources.
- Adapt to a flexible working environment without the need to be office-based.
Key Skills:
- Minimum Level 4 Diploma in financial planning.
- Experience as a Financial Planner/IFA.
- Strong technical knowledge in investments and pensions.
- Ability to manage and develop client relationships.
- Flexibility in working arrangements.
Salary (Rate): £80,000.00 yearly
City: Cheshire West And Chester
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
Your new company
Due to continued growth, an excellent opportunity has arisen within a highly reputable, well-established firm for an experienced Financial Planner/IFA. The firm has continued to grow at a steady pace organically and through acquisitions.
Your new role
Employed position providing advice across the full range of financial planning. You will be provided with a client portfolio at the outset to service and develop. A further acquisition is anticipated before the end of the year which will provide the opportunity to add further clients to your portfolio. Full back-office support and paraplanning. Advisers have a high level of flexibility, no requirement to be office-based.
What you'll need to succeed
Minimum Level 4 Diploma and a good level of experience as a Financial Planner/IFA is essential, together with strong technical knowledge, particularly in the areas of investments and pensions.
What you'll get in return
Highly competitive basic salary plus performance-related bonus. Realistic to earn £80k+ plus benefits including pension and private medical cover.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
Desired Skills and Experience
- Financial Adviser IFA
- Financial Planner
- Chartered Financial Planner
- Independent Financial Advisor
- Independent Financial Adviser
- Wealth Planner
- Wealth Adviser
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