Financial Adviser 21 views

Financial Adviser

Job Type : Permanent, Full Time

Salary : £40000/annum

 

The opportunity for an experienced Financial Planner to join a growing financial planning practice in Greater Manchester.

The role has come about due to an overspill of clients within the existing adviser team and there will be circa. 200 clients to inherit on arrival. Both employed and self-employed packages will be considered.

Principal Accountabilities / Main Responsibilities

* Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products.

* Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service.

* The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible.

* Ability to learn and develop with the business as it grows.

* Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service.

What's on offer?

* lucrative adviser bonus scheme

* flexible working

* full back office support

* client bank to inherit on arrival

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager, IFA, Financial Planning, Paraplanner, Independent Financial Advisor

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