Job Description
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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