Independent Financial Advisor

£45,000 - £50,000/Year

Financial Adviser
IFA
St Helens
Wealth Management
Financial Planning
Level 4 Diploma
Chartered Financial Planner
Independent Financial Adviser
Merseyside
Location
St Helens, Saint Helens, UK
Job Type
Permanent
Industry
Accountancy & Finance
Remote/Onsite
Must Be Onsite
Experience Required
3 - 8 Years
Education Required
Industry Specific
Required Skills
Level 4 Diploma in Financial Advice
minimum 2 years FA/IFA experience
comprehensive product knowledge
client base management expertise
established professional network
FCA certification
strong interpersonal skills
client relationship management
technical financial planning knowledge
Job Summary
Your Next Career Move Awaits! Are you an accomplished Financial Adviser looking to take your career to the next level? This isn't just another IFA role – it's your opportunity to join a prestigious boutique practice where your expertise will be valued and your growth supported. Why This Role Is Different: • Focus on what you do best - advising clients • Comprehensive Paraplanning support • Established professional network • Access to internal mortgage team • Marketing and sales support included • True work-life balance with flexible options The Perfect Environment for Success: • Boutique practice with excellent regional reputation • High-quality personal and corporate clients • Supportive, growth-focused culture • Clear progression pathway • Comprehensive back office support Why Join Now? This is a rare opportunity to join a prestigious firm that truly values adviser development and client relationships. With comprehensive support systems in place, you'll be free to focus on what you do best – providing exceptional financial advice. Ready to Take Your Career to the Next Level? For a confidential discussion about this exceptional opportunity, forward your CV to info@capturerecruitment.co.uk About Capture Recruitment: We specialise in Regulated Professional Services recruitment, understanding both the technical requirements and cultural fit that make a successful placement. Your application will be treated with the utmost confidentiality.
Experience
What Makes You Perfect for This Role? You're likely to be: • An experienced adviser with Level 4 Diploma • Passionate about client service excellence • Strong in building professional relationships • Skilled in growing client portfolios • Technically proficient across product ranges • Motivated by uncapped earning potential
Job Benefits
- £50,000 basic salary
- Transparent, uncapped bonus structure
- Flexible working arrangements
- Full Paraplanning support
- Sales and marketing assistance
- Career development opportunities
- Access to established professional connections
Desired Skills
Chartered status
mortgage experience
corporate client experience
additional professional qualifications
leadership abilities
marketing skills
business development track record
risk management expertise
estate planning knowledge
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