Connecting to LinkedIn...

IFA/Chartered Financial Planner

Job Title: IFA/Chartered Financial Planner
Contract Type: Permanent
Location: Liverpool
Salary: 40000 - 50000
REF: 000001
Contact Name: Mark Crump
Contact Email:
Job Published: over 4 years ago

Job Description

IFA/Chartered Financial Planner

My client, a highly regarded, long established wealth management organisation are seeking to employ an IFA/Chartered Financial Planner.

The company are continuing to go from strength to strength, building on their long history and quality advice, and have an exciting opportunity for an experienced IFA to join the business, where you will have the opportunity to work alongside a small team of experienced like-minded colleagues, and over time can develop into a Senior Management Role, where you can have an input and personal interest in the development of the businesses (Details of this can be outlined in initial discussions).

Job Summary & Key Responsibilities:

You will offer dedicated, ongoing support to Clients, assessing  present and future financial needs before offering qualified advice.  It is expected you will have an existing portfolio of clients, and you will also take the time to build new, trusting long term relationships, following professional company values.

You will use bespoke and recognised Financial Planning Software, and be familiar with the range of Windows office packages.

The role offers the opportunity to join a high performing team in an environment where outstanding levels of support are offered.

Day to day

Production of reports, providing high quality advice covering a range of Financial Planning and Cashflow, Pension and Investments, Tax Planning, Protection.

Cover client enquiries through the full life cycle, although full administration support will be provided.


Qualified IFA/Chartered Financial Planner with an existing portfolio of clients and have worked in an environment offering high quality advice, whether that be as an individual or part of a Financial Planning Practice.

Ability to build long lasting relationships with ongoing clients of various sizes and portfolios.


Salary and OTE is completely negotiable, and will be highly competitive in line with your experience and level of portfolio.

This role also offers an opportunity of a Senior Management position within the organisation and the opportunity to play an Operational Role in the continued development of the business, for which you can expect to be personally rewarded and hold a personal interest.

You will also receive:-

  • Employer Pension Contribution – figures negotiable depending on experience
  • Fuel Allowance
  • Car Allowance/Company Car after agreed period of employment
  • Laptop /Phone

This is an exciting opportunity to join a long established and well respected organisation with first class support and an aim to providing a long term and rewarding business opportunity.