Financial Planner

Bond Recruitment; Barrowford; On-site; GBP 45,000 - 75,000; Full time

Job summary

Bond Recruitment is partnering with a leading North West Independent Financial Adviser to recruit an experienced Independent Financial Adviser (IFA) on an employed contract. The Nelson office benefits from a well-established client base and a basic salary of up to £75,000 with a competitive bonus structure.

This is a great opportunity to advance your career within a successful IFA practice that supports personal and professional development and delivers exceptional client service.

Qualifications

• Diploma or Chartered adviser with strong technical knowledge.
• Track record of delivering high-quality holistic financial advice.
• Experience building long-term client relationships and collaborative service.

Responsibilities

• Provide holistic financial advice across investments, pensions, tax and protection.
• Carry out cashflow planning and modelling.
• Assist with pension and retirement planning and inheritance tax strategies.
• Address business investment, protection, capital protection, life planning and goal setting for clients.

Skills

Relationship management

Financial advice

Client service

Education

Diploma/Chartered Adviser

Job description

Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice on an employed contract.

Our client's prestigious office is located in Nelson and the opportunity benefits from the support of a well-established client base, plus a basic salary of up to £75,000 and competitive bonus structure.

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

The practice is very supportive of personal and professional development and is committed to providing new and existing clients with exceptional service, 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

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.

Bonus details- 30% of any initial advice fees generated in the previous quarter are paid as a bonus (Jan, Apr, July, Oct). Basic salary is reviewed each year is to pass through 30% of any net increases in ongoing advice fees to the adviser as an increase in basic salary where the increase has come from: 1. New client wins. 2. New monies added for existing clients (only counted if the new monies added represent >25% of the client’s existing AUA). 45p per business mile