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Financial Adviser

Posted 1 February by IFA Recruitment Ended

A fantastic opportunity has arisen for a qualified and experienced Financial Adviser to join a forward thinking financial planning firm in Crosby, Merseyside.

Financial Adviser - Merseyside - Salary up to £60,000 OTE £120,000 +

The Company:

  • A successful, profitable and growing business
  • Chance for strong career progression, and success in the role may lead to partnership / share options
  • Flexibility to potentially work from home on an ad-hoc basis
  • Pension transfer specialist firm
  • Employed or Self employed option available or can transition if preferred
  • Full admin and paraplanning support from a firm with chartered status

The Role:

  • Providing client-focussed independent financial planning and investment management advice
  • Adhering to FCA rules as interpreted in the firm’s compliance procedures
  • Build and execute a business development plan encapsulating your personal as well as firm-wide goals and KPI’s
  • There is the option to work from home


  • Previous experience within a Financial Adviser role is essential, working with High Net Worth UK private clients
  • Ideally chartered status or minimum DIPFS having achieved CAS already
  • A thorough working knowledge of FCA regulations and products and their application
  • A proactive and positive attitude
  • Strong communication skills and ability to build rapport and trust with clients


  • Strong office location in North Liverpool with free office parking
  • Clients provided
  • Competitive bonus scheme
  • Enrolment into company pension
  • 30 days holiday including bank holidays
  • Career development opportunities with exam support and study material costs covered
  • Travel expenses paid

Required skills

  • Business Development
  • Chartered
  • Financial Planning
  • Forward Thinking
  • Investment

Reference: 34372783

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