Employed Financial Adviser
Job Title: Employed Financial Adviser
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