Financial Adviser

Financial Planner - Chorley, North West England

Ref: 1561Tuesday 14 May 2024

Up to £45,000 - plus OTE £80K

Job Title: Financial Adviser - IR35 Contractor Specialist

Location: Chorley, Lancashire (Hybrid role, with 2-3 days in office)

Salary: Up to £45,000 base salary, with OTE averaging £80,000

Benefits: Employee owner share scheme (after 6 months) providing an additional tax-free £3,000 annually on average.

Are you an experienced Financial Adviser with a knack for providing tailored advice to individuals impacted by IR35 legislation changes? Our client, a leading Independent Financial Adviser (IFA), is seeking a proactive and client-focused individual to join their team in Chorley, Lancashire.

Key Responsibilities:

  • Provide expert financial advice to contractors impacted by IR35 legislation changes.
  • Handle a high volume of enquiries and appointments efficiently.
  • Utilize warm leads provided by the company, ensuring effective follow-up and conversion.
  • Conduct all client meetings remotely, offering flexibility and accessibility.
  • Collaborate with internal teams to ensure seamless client experiences.

Requirements:

  • Previous experience as a Financial Adviser, ideally with exposure to IR35-related matters.
  • Ability to handle a high volume of enquiries while maintaining quality service.
  • Excellent communication and interpersonal skills, with the ability to build rapport remotely.
  • Strong organisational skills and attention to detail.
  • Relevant qualifications (e.g., Diploma in Regulated Financial Planning) essential.

Benefits:

  • Competitive base salary up to £45,000, with uncapped OTE averaging £80,000.
  • Opportunity to join an employee owner share scheme after 6 months, providing additional tax-free income annually.
  • Hybrid role offering a balance between remote work and office presence in Chorley.

If you're ready to make a meaningful impact by guiding IR35 contractors through financial complexities and maximising their financial well-being, we want to hear from you!

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