Chartered Financial Adviser

Recruiter
TEMPLEGATE RECRUITMENT
Location
Manchester
Salary
50000.0000
Posted
11 Feb 2017
Closes
11 Mar 2017
Contract Type
Permanent
Hours
Full Time

Job Title: Chartered Financial Advisor

Location: Manchester

Salary: £65,000 to £80,000 (per annum depending on experience)

Benefits: Excellent Bonus structure

Due to continued expansion, a prestigious IFA Practice is looking for established Independent Financial Adviser to join the organisation and assist in dealing with increasing levels of demand.

Full sales support and lead generation is provided. Ideally, you will have experience dealing with Ultra High Net Worth Clients

Hold Chartered or very close to this qualification is a must for this client

On offer is the opportunity to work with an existing client base where your skills and abilities convert relationships into business.

Responsibilities:

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:

Hold Chartered Status