IFA

My client is based just South of Warrington. They are currently looking for an independent Financial Planner, who will have a focus on driving new business through professional connections.

The role

• Deliver the company's service proposition through regular client meetings covering all areas of financial planning
• Where required, assist other Financial Planners with the ongoing service of the existing client book
• Work alongside existing Financial Planners and Head of Paraplanning to develop the proposition
• Attend the company's Investment Committee
• Work alongside the corporate team to identify and convert suitable members to wealth management
• Develop the company's existing professional network and build new networks and relationships with a view to obtaining regular, high-quality client referrals
• Maintain sufficient and appropriate CPD
• If not already attained, a willingness to progress and achieve chartered status

Whats on offer:

• A competitive basic salary
• A generous bonus scheme linked to OTE/income generated
• 25 days holiday, including bank holidays and an additional day for your birthday
• Group personal pension provision through salary sacrifice with employer contributions matched up to 5% and ER NI savings passed on
• Death in service benefits (4x basic salary)
• Healthcare/cashback scheme
• Full relevant examination support (including study leave)
• Christmas period shutdown

For more information please contact Graeme Hyland on or email

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