Independent Financial Adviser (IFA)

Job title:

Independent Financial Adviser (IFA)

Company

EFE Personnel

Job description

Job Title: Independent Financial Adviser (IFA)Location: North West England, Merseyside, St HelensJob Type: Permanent, Full-TimePrimary Industry: Banking and FinanceSalary: Circa £50,000 per annum + bonusJob Duties:

• Providing financial advice to clients on investments, pensions, insurance, and other financial products
• Analysing financial information to recommend suitable products and services
• Developing financial plans to help clients achieve their financial goals
• Monitoring and reviewing clients’ financial situations regularly
• Keeping up-to-date with industry regulations and best practises

Required Qualifications:

• Qualified Independent Financial Adviser (IFA)
• Registered with the Financial Conduct Authority (FCA)
• Strong understanding of financial products and services

Education:

• Degree in Finance, Economics, Business, or related field
• Professional qualifications such as Chartered Financial Planner (CFP) preferred

Experience:

• Minimum of 5 years’ experience in a similar role
• Proven track record of successfully managing client portfolios

Knowledge and Skills:

• Excellent communication and interpersonal skills
• Ability to explain complex financial information clearly
• Strong analytical and problem-solving skills
• Attention to detail and accuracy

Preferred Qualifications:

• Chartered Financial Analyst (CFA) designation
• Membership of professional bodies such as the Personal Finance Society (PFS)

Working Conditions:

• Office-based role with occasional client visits
• Standard working hours with flexibility required to meet client needs
• May involve travel within the region to meet clients

Expected salary

£50000 per year

Location

St Helens, Merseyside

Job date

Mon, 09 Dec 2024 23:05:00 GMT

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