Senior IFA: Holistic Financial Planning & Growth

Bond Recruitment; Barrowford; On-site; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Bonus: 30% of initial advice fees

Job summary

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.

Responsibilities

• 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.

Skills

Relationship management

Holistic financial advice

Client-focused

Financial planning

Education

Diploma/Chartered Adviser

Job description

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.