Independent Financial Adviser

  • Job Reference: 399
  • Date Posted: 3 October 2019
  • Recruiter: CF30 Consulting Ltd
  • Location: Northwich, Cheshire
  • Salary: £40,000 to £50,000
  • Sector: Financial Advisers
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

We are recruiting for an employed IFA for a leading independent financial advisory firm in Northwich, Cheshire.  They have a full team of back office staff responsible for adviser support, research and paraplanning. Our client can provide clients to service and new business enquiries but successful applicant would be required to self generate new business.

The key duties of the role are listed below. Due to the nature of the business the role may also include additional responsibilities considered reasonable by the Company.

  • Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
  • Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
  • Make recommendations to clients that meet their goals and ambitions
  • Cultivate the client base and build relationships
  • Keep abreast of new industry developments and research the market to ensure that knowledge is current
  • Keep up to date with financial products and legislation and comply with all industry rules and regulations

 Key requirements:

  • Level 4 Diploma in Financial Planning
  • At least 2 years’ experience in giving face to face advice
  • CASS signed off
  • Whole of market experience
  • Preferably DB experience / knowledge

Package:

  • £40-£50k plus bonus
  • Full flexibility in diary – advisers manage own diaries and location of appointments
  • 4% matched ER contributions to the staff AE scheme
  • 25 days’ holiday, plus bank holidays (although 3 to be saved for xmas office closure)
  • 3 X Death In Service benefit