Financial Planner / IFA : Client Bank Provided
Posted 7 days ago by Hays
£70,000 Per year
Undetermined
Undetermined
Manchester, England, United Kingdom
Summary: This role is for a Financial Adviser at a progressive financial advisory company in Manchester, focusing on servicing and developing an existing client bank. The position offers flexibility in managing one's own diary and provides paraplanning and administration support. Candidates must be Level 4 Diploma qualified with proven advisory experience and strong client relationship skills. The employed package includes a competitive salary, bonus scheme, and benefits such as health insurance and pension contributions.
Key Responsibilities:
- Service and develop an existing client bank.
- Provide financial advice both online and face-to-face.
- Build and maintain client relationships.
- Manage own diary with flexibility.
- Receive paraplanning and administration support.
Key Skills:
- Minimum Level 4 Diploma qualified.
- Proven experience as a financial adviser.
- Strong client relationship skills.
- Ability to build trust and retain clients.
Salary (Rate): £70,000.00 yearly
City: Manchester
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
Your new company
An excellent job opportunity has arisen for a Financial Adviser within a well-established and progressive financial advisory company. The company has continued to grow year-on-year in the last 5 years through a combination of promoting from within and acquiring IFA firms with established client banks. Flexible working culture.
Your new role
Employed role servicing and developing an existing client bank providing advice both online and face-to-face across the full range of financial planning. You will be provided with a broad range of clients to work with to continue building upon existing relationships. Paraplanning and administration support provided. Flexibility to manage your own diary.
What you'll need to succeed
Essential to be minimum Level 4 Diploma qualified, have proven experience as an adviser, strong client relationship skills, the ability to build trust and retain clients.
What you'll get in return
Employed package offering a highly competitive basic salary, a generous bonus scheme (no validation), plus a good benefits package which includes company pension contribution, health insurance, and up to 30 days holiday. Advisers also have the opportunity to further increase basic salary linked to AUM.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Desired Skills and Experience
Financial Planner Financial Adviser Chartered Financial Planner Wealth Adviser Wealth Planner
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