Senior IFA: Holistic Financial Planner & Growth Bonus

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 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.