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Financial Adviser, Manchester (JR-668)

£35000 - £50000 + benefits + bonuses

A long established, well regarded Financial Advisory organisation with a solid reputation for providing clients with trusted long term advice seek a Level 4 qualified IFA to join its Manchester office.

The Company are proud to provide independent, holistic advice to clients on a UK wide range of products that complement the clients' personal goals and objectives.

You will be provided with administration support, research and marketing, professional development and on-going training.

The Responsibilities:

  • Create a Business Plan with management and work towards agreed targets and goals
  • Undertake frequent client meetings with existing and prospective clients
  • Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives
  • Act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations
  • Professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers 
  • Generate a pipeline that is of sufficient level to meet planned business targets
  • In line with business standards, ensure all client data, business transactions and information is recorded in a timely manner

About You:

  • Level 4 Qualified as a minimum
  • At least 2 years' experience working in a client facing role
  • Self-motivated and hungry to succeed
  • Professionalism, gravitas and integrity  
  • Comfortable completing investment reports and using research tools 
  • Strong communication skills with clients, administration staff and management
  • Technically sound across Pensions and Investments
  • IT Literate 
  • Keen to pursue further industry qualifications for professional development and desire to increase technical knowledge in specialist areas

Benefits:

  • Competitive Salary + commissions
  • Continued support to develop professionally 
  • Opportunity to progress
  • Admin, Marketing and lead generation
Location: 
Manchester
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
JR-668