IFA - Wealth Planning Manager

MB Fitzgerald
16 May 2018
15 Jun 2018
Contract Type
Full Time

MB Fitzgerald are currently working closely with the Financial Planning Arm of a prestigious firm of Chartered Accountants. Due to a steady increase in business levels the company is looking to add an additional Financial Adviser to their team in Manchester.

The role will involve networking internally with the Accountants, teaching them how to spot business opportunities for you and pass you leads. The Financial Planning side of the business has been up and running for several years now so there is a lot of Financial Planning business being passed across already. The role does not require any existing transferrable client bank.

You will be responsible for providing high levels of service to the firm's existing clients and Advising on Pensions, Investment, Protection, Mortgages etc. The firm use Cash flow modelling so knowledge of this would be useful. Ideally you will be from an IFA background and will have an existing network of professional connections that will help you to develop more new clients. Candidates who have experience of Financial Planning within HNW teams at Banks or Restricted Financial Planning businesses are also looked upon favourably. You must be Diploma qualified as a minimum but ideally will be Chartered or studying towards.

You will be supported by an Administrator in the office and Paraplanning support will also be provided from the company's head office.

This is a fantastic opportunity to join a growing business who put the client first. They will provide a competitive package and support to build your career within the company.

This job was originally posted as www.totaljobs.com/job/81434658

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