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Senior IFA

  • Salary: £42000 - £45000 per annum
  • Location: Liverpool, Merseyside
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    05 Dec 2017
  • Job reference: 30048

My client is looking for a Senior IFA to join their business in Liverpool. This is a rare opportunity in the market where the successful candidate will inherit and look after a large and existing book of business due to a retiring IFA.

This role is responsible for providing first class holistic financial advice and achieving agreed targets in a compliant and profitable manner.

The Role

  • Responsibility for allocated clients, including maintaining existing clients, new business enquiries and making contact with potential new clients, overall assisting clients to make informed decisions
  • To build a working knowledge of the department's client base, being able to comfortably communicate with any team client on day-to-day matters
  • Liaising with clients, Consultants, internal departments and product providers and develop appropriate business relationships. Working closely with existing and new clients to ensure excellent service delivery across the business participating in regular team meetings to refine work processes
  • Monitoring the profitability of clients with reference to the volume of work undertaken and the income generated
  • Reviewing existing clients' circumstances with a view to identifying and implementing appropriate new business, not only within the financial planning department, but also potential for other departments and partner arrangements and providing assistance to other departments as and when reasonably required
  • To meet agreed client income and activity targets and support the wider team targets
  • In all cases, obtain the required information to enable a full analysis of the clients' needs to be conducted; construct appropriate solutions using the principles of suitable advice; produce reports and recommendations to the firms' standards and implement solutions agreed with clients


The Person

  • You must be very well organised, have excellent attention to detail and strong communication skills
  • As this role is client facing, you must be personable and presentable, with an ability to develop business relationships at all levels
  • You must have a strong numerical aptitude with a statistical bias
  • Chartered Financial Planner status desired, ideally working to a higher standard of professionalism
  • Working knowledge of Microsoft Office, especially Microsoft Excel and Word required








Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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