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Financial Adviser
Job Posted: an hour ago
Salary: £ 40,000 - 60,000 / Annum
Job Type: Permanent
Location: Manchester, Greater Manchester
Expire in: a month
Job Description
A regional Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. The firm are a major success story in the region and with their own Employee Benefits team are able to provide holistic and corporate planning. They have a partner who is retiring and as such need an experienced Adviser to take on this portfolio. Clients are broadly in the £500k to £10m space.
Package
* You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus.
The company
* A leading regional IFA firm
Role
* Presenting the proposition to clients and onboarding new business
* Identification of clients in the region and actively developing these
* Working with professional introducers, both established and in the nascent stage
* Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis as required
* Working with the paraplanning and administration team
* Working with external DFMs as necessary
* Attending client meetings as required
The candidate
* Diploma Level 4 as a minimum, ideally working towards Chartered
* Experience of working with HNW and UHNW clients
* Developing and maintaining client relationships
Next steps
* Contact via email below for confidential discussion and review of opportunity and processBefore You Apply
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