Independent Financial Adviser

  • Job Reference: DK/20192
  • Date Posted: 29 May 2019
  • Recruiter: View Recruit
  • Location: Manchester
  • Salary: £30,000 to £50,000
  • Bonus/Benefits: Excellent Bonus structure
  • Sector: Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Damien Kelland
  • Email: Damien@viewrecruit.co.uk

Job Description

We have a fantastic opportunity for an enthusiastic and dedicated Independent Financial Adviser to join a Chartered IFA practice. Working within the existing financial planning team you will focus on providing true holistic financial planning to a range of high net worth clients.

There is an existing administration and paraplanning support team, and the practice has a strong reputation in the region.

In the role of IFA you will be responsible for:

Identifying new business with existing clients whilst providing an ongoing relationship

Maximising the potential of every lead, whilst ensuring adherence to regulatory and practice legislation

Have a strong understanding of the demographic of the local area

Be able to network both yourself and the practice to new clients

 

About you

Advisers must be personable, easy to work with and share the company ethos of treating customers fairly and offering an excellent service at all times.

You must have the diploma in financial planning, and at the very least be working towards Chartered status. Advisers that already hold the Chartered designation will be looked upon favourably

 

For further information please apply online or feel free to get in touch.