Independent Financial Adviser

Bond Recruitment; Barrowford; Sur place; GBP 68 000 - 83 000; Plein temps

Avantages offerts par ce poste

Bonus: 30% of initial advice fees

Résumé du poste

Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm to appoint an experienced Independent Financial Adviser (IFA) on an employed contract. The role will be based in Nelson with a supportive, client‑facing practice offering a base salary of up to £75,000 and a competitive bonus structure.

You will deliver holistic financial advice across investment, pension, inheritance tax and protection to personal and corporate clients.

Qualifications

• Ambitious and focused with a passion for financial services.
• Record of achievement in providing high‑quality advice and client service.
• Strong relationship management and compliance with professional standards.

Responsabilités

• Provide holistic financial advice to personal and corporate clients across investment, cashflow, pensions, estate planning and protection.
• Develop investment and retirement planning strategies and modelling for clients.
• Support business development within a collaborative advisory practice.

Connaissances

Relationship management

Holistic financial advice

Client-focused

Financial planning

Formation

Diploma/Chartered Adviser

Description du poste

Barrowford, United Kingdom

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 iscommitted 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 commitmentto 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.