Independent Financial Adviser

Bond Recruitment; United States; Remoto; USD 53.000 - 67.000; Tempo pieno

Descrizione del lavoro

Bond Recruitment is seeking an experienced Independent Financial Adviser/Financial Planner to join their client’s team at the head office in Knutsford, Cheshire. The role offers a supportive environment with funded technical qualifications and training costs, plus a structured bonus based on revenue and client outcomes.

You will deliver expert financial planning advice to a varied client base, collaborating with fellow planners and paraplanners to provide exceptional service and progression

Mansioni

• 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
• Carrying out ongoing investment reviews and progress checks

Conoscenze

Investment planning

Pension planning

Cashflow modelling

Estate planning

Financial advice

Descrizione del lavoro

Our client is redefining what it means to be a leader in wealth management and financial advice. Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions.

They are currently recruiting an experienced Independent Financial Adviser/ Financial Planner to join their growing team based at their head office in Knutsford, Cheshire.

The successful candidate will have the opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.

You will have the opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners and paraplanners.

This is a great opportunity to take your career to the next level within a very successful IFA practice which is committed to providing new and existing clients with exceptional service.

Key responsibilities

• 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.

Salary - £40,000 - £50,000 + bonus structure based on a balanced revenue and client outcomes