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Financial Planner

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Salary Competitive
Type Permanent
Location Manchester
Sector Wealth & Asset Management
Job Reference UK02/MAS/27377
Contact Mark Singleton
Date posted 07-11-2017

Financial Planner
Salary up to £50,000 + bonus/benefits

A superb opportunity for an Independent Financial Advisor to join a reputable IFA firm based in Manchester has been created. You will be working for a national firm from one of their bespoke offices, some leads will be provided for you and there will be full paraplanning, administrative and compliance support provided to leave you to focus on advising.

In addition, there is a healthy package on offer and a vibrant working environment along with flexibility with how often you need to be in the office and home based.

Responsibilities:

Meet existing & potential clients, obtain full background information and advise appropriately
Ensure that all client matters are dealt with efficiently, effectively and profitably
Continue to meet all regulatory and departmental requirements
To be a strong "team-player"
Utilise resources available
Maximise opportunities from existing client bank and build relationships with new clients
Skills:

You will have solid IFA experience and preferable a network of clients.
Level 4 diploma qualified as a minimum
Track record of writing strong levels of business
Ability to network and generate leads and business referrals.
Must have strong interpersonal and client management skills

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Contact Mark about this job

VP, Consultant