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Independent Financial Adviser (IFA)

Location
Merseyside
Salary
£50,000
Job Type
Permanent
Posted
9 Nov 2024
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
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Details

  • Job Reference: 1493677202-2
  • Date Posted: 9 November 2024
  • Recruiter: EFE Personnel
    EFE Personnel
  • Location: Merseyside
  • Salary: £50,000
  • Sector: Accounting
  • Job Type: Permanent