Independent Financial Advisor

Job Description

IRC is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Financial Adviser to join their successful practice.

You need to live in the North West and be a UK-qualified Financial Adviser.

Our client's prestigious office is located between Manchester and Liverpool and the opportunity benefits from flexible working, the support of a well-established client base plus a full benefits package, including a basic salary circa £55,000 to £75,000 pa.

This is a great opportunity to take your career to the next level within a very successful boutique IFA practice.

The practice is very supportive of personal and professional development and flexible when it comes to hybrid working.

The practice is committed to providing new and existing clients with exceptional service. and your role will include providing advice to clients in the following areas:

  • Investment and portfolio construction
  • Cashflow planning and modelling
  • Pension and retirement planning
  • Inheritance tax and estate planning
  • Business investment and protection
  • Capital protection
  • Life planning and goal setting

You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationship with our professional partners across legal, tax, probate and accountancy disciplines.

About you

You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients.

You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser.

As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients.

Next Step

Does this sound like an opportunity that aligns with your career ambitions?

For this immediate opportunity please forward your CV to Graham Hughes today!

We look forward to starting your journey with you!