Employed Financial Adviser

08 Feb 2017
08 Mar 2017
Contract Type
Full Time

Job Title: Employed Financial Adviser

Location: Manchester

Salary: £30,000 to £45,000 (per annum depending on experience)

Benefits: Competitive bonus scheme and package

We are currently recruiting for a prestigious boutique IFA Practice based in Manchester. They are looking for a Independent Financial Adviser to come on board to deal with increase in workload.

My client runs a very respected and ethical practice looking for an adviser who will match this.

Full back office and paraplanning support will be provided; A package will be created and tailored around the advisers needs.

You will be Level 4 Diploma qualified, my client is happy to provide full support and exams to help you achieve your Chartered Status.

The office is set in one of the most desirable location, offering some of the best working conditions in the industry

Duties will Include:

Dealing with HNW and Corporate Clients

Ensure sufficient client information obtained and analyse information gathered

Undertake sufficient product and market research in conjunction with Paraplanners

Ensure suitable recommendations are made

Ensure all supporting documentation is available and maintained

Ensure relevant CPD is maintained and recorded accurately

Skills and Experience required:

The requisite generic financial services knowledge and Level 4 qualification

Detailed knowledge and understanding of the firm’s record keeping requirements

Holds CAS status