Financial Adviser (IFA): All Leads Provided
Posted 3 days ago by Hays
£75,000 Per year
Undetermined
Hybrid
Chester, England, United Kingdom
Summary: This role is for a Financial Adviser (IFA) within a reputable firm, offering independent financial advice primarily through online meetings. The position is suitable for both experienced advisers and those early in their advisory careers, with a strong emphasis on client relationship management. The firm provides all leads and comprehensive administrative support, fostering a flexible working culture. A competitive salary and benefits package are included, making it an attractive opportunity for financial professionals.
Key Responsibilities:
- Provide independent financial advice across a full range of financial planning.
- Review clients' current pension and protection arrangements.
- Offer investment advice primarily through online meetings.
- Manage client relationships, focusing on high-income earners.
- Utilize provided leads and receive full administrative and paraplanning support.
Key Skills:
- Minimum Level 4 Diploma qualified.
- Proven experience as a Financial Adviser / IFA.
- Strong client relationship skills.
- Willingness to consider early-career advisers or paraplanners seeking advisory roles.
Salary (Rate): £75,000.00 yearly
City: Chester
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: Mid-Level
Industry: Finance
Your new company
Due to expansion, a new opportunity has arisen within a highly reputable firm of IFAs for a financial adviser. Working within a highly supportive culture, this is a great role for either an experienced adviser or someone at the earlier stages of their advisory career. Flexible working culture.
Your new role
Employed role providing independent advice across the full range of financial planning. This will include reviewing clients' current pension and protection arrangements, and providing advice on investments. Advice will be mainly via online meetings. All leads will be provided together with full admin / paraplanning support. Your clients will typically be high income earners.
What you'll need to succeed
Essential to be minimum Level 4 Diploma qualified and have proven experience as a Financial Adviser / IFA, strong client relationship skills, Will consider an adviser at the earlier stages of their career or a paraplanner seeking the next career step into an advisory role.
What you'll get in return
In addition to a competitive basic salary and bonus structure, this is an excellent opportunity for an experienced adviser seeking an advisory role which provides good quality leads to achieve good income levels. Good benefits package.
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 about your career.
Desired Skills and Experience
IFA Financial Planner Chartered Financial Planner Junior IFA
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