Required Skills Level 4 Diploma in Financial Advice FCA approved status or eligibility Comprehensive product knowledge Technical financial planning expertise Client relationship management Regulatory compliance understanding Risk assessment capabilities Investment portfolio management Business development skills Job Summary Are you ready to elevate your career in financial advice with a boutique practice that truly values excellence? We're partnering with one of St Helens' most respected Independent Financial Advisory practices to identify an accomplished Financial Adviser who's passionate about delivering exceptional client service. This isn't just another IFA role – it's an opportunity to join a firm where your expertise will be valued and your growth supported. What Makes This Opportunity Special: This established practice has created an environment where advisers can truly flourish. With comprehensive Paraplanning and administrative support already in place, you'll be free to focus on what you do best – building meaningful client relationships and delivering outstanding financial advice. The firm's boutique nature means you'll have the autonomy to shape your role while enjoying the security of an established brand. You'll be working with a diverse portfolio of high-quality personal and corporate clients, providing comprehensive financial guidance that makes a real difference to their lives. The role combines the satisfaction of maintaining existing client relationships with the excitement of developing new business opportunities through established networks. The firm's collaborative culture means you'll never work in isolation. You'll have access to an internal mortgage team, established professional connections, and a supportive back-office function that handles the administrative heavy lifting. What You'll Bring: The ideal candidate will hold a Level 4 Diploma in Financial Advice (though Chartered status would be advantageous) and have at least two years' experience in a similar role. Your technical expertise should span investment portfolio management, pension planning, and risk assessment. Most importantly, you'll have a genuine passion for client service and the ability to build lasting professional relationships. The Location: Based in the heart of St Helens (WA10 1HP), you'll be working from modern offices with excellent transport links. The area offers a perfect balance of professional opportunity and quality of life. Your Next Step: If you're an experienced Financial Adviser looking to join a practice where you can truly make your mark, we want to hear from you. Whether you're Chartered or working towards it, if you have the drive to deliver excellence in financial advice, this could be your ideal next move. For a confidential discussion about this opportunity, please forward your CV to abigailcapturerecruitment.co.uk The successful candidate will need to be FCA approved or eligible for approval, with a comprehensive understanding of financial products and regulatory requirements. Experience What You'll Bring: The ideal candidate will hold a Level 4 Diploma in Financial Advice (though Chartered status would be advantageous) and have at least two years' experience in a similar role. Your technical expertise should span investment portfolio management, pension planning, and risk assessment. Most importantly, you'll have a genuine passion for client service and the ability to build lasting professional relationships. Job Responsibilities Provide comprehensive financial advice to high-net-worth personal and corporate clients, Develop and execute tailored financial planning strategies, Manage and nurture existing client relationships, Generate new business opportunities through networking and referrals, Ensure regulatory compliance with FCA requirements, Collaborate with Paraplanners and support staff, Conduct detailed financial reviews and portfolio assessments, Create and present financial recommendations, Maintain accurate client records and documentation, Deliver exceptional client service aligned with company standards, Undertake continuous professional development, Contribute to the firm's growth objectives Job Benefits A substantial basic salary of £50,000 Genuine uncapped bonus potential Flexible working arrangements that respect work-life balance Clear progression pathways for ambitious professionals Comprehensive support structure including Paraplanning Marketing and business development assistance Access to established professional networks Desired Skills Chartered status Established professional network Advanced pension knowledge Estate planning expertise Tax planning specialization Mortgage qualification Protection planning experience