Financial Planner

Employed Financial Planner

Manchester

Clients provided

£52,500-£77,000 + bonus Permanent, full-time

A progressive career role has arisen within a highly reputable, well established nationwide independent financial advisory practice based in the Manchester area They are looking to bring a Financial Planner into their growing team due to ongoing growth within the business.

You will be supported with leads from the business and will be aided by a strong paraplanning and administrative team. They provide you with all the tools that you will need to become a successful IFA within the practice and will also offer study support should you want to further your qualifications and technical knowledge.

Duties:

• Managing and maintaining a service proposition to clients through regular contact
• Identifying the most suitable service proposition and making referrals
• Engaging clients and building relationships
• Delivering formal recommendations
• Following up new business initiatives

Required Skills:

• Level 4 Diploma or level 6 Qualified
• Previous experience in an Adviser role
• A high level of confidence, sales & presentational skills and interpersonal skills are also key
• The ability to approach all tasks with a positive attitude, presenting yourself in a professional manner in line with the expectations of the company.