Location
Southport
Salary £40000 - £50000 TypePermanent WorkplaceRemote Ref89258
Recruiter Managing This Role
IFA (existing clients for you)
£40,000 £50,000
We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial wellbeing.
As an Adviser based in and around their Southport office, youll play a key role in supporting existing clients with exceptional financial planning services. Youll use your technical expertise to ensure all client solutions are compliant and aligned with their long-term objectives.
Benefits:
1. £40,000 £50,000
2. Existing Client Bank
3. Bonus
4. Pension contribution
5. PMI
6. DIS
7. A supportive and collaborative team culture that values growth and professional development.
8. Opportunities to advance towards Chartered status.
To be considered for this IFA position:
9. Level 4 Diploma qualified CISI/ CII/ LIBF
10. Proven adviser experience within an advisory or wealth management environment.
11. Excellent understanding of financial products investment, tax planning, and regulatory frameworks.
12. Strong analytical, organisational, and written communication skills.
Apply today to be considered for this Financial Adviser opportunity. If this particular vacancy isnt the perfect fit, please do still get in touch we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.