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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.
Posted
05/01/2022
Location
Manchester, England, UK