Financial Planner

Recruiter
Heat Recruitment
Location
Chester
Salary
35000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time

My client is a highly reputable, well established independent financial advisory practice based in Chester. They are looking to bring an advisor into their growing team due to ongoing growth within the business.

You wil be given leads from the business and will be aided by a strong paraplanning and administrative team behind you. 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.

So if you want to work for a Chartered firm that can offer you support and a chance to build your own client base, then this could be for you.

Duties:

Managing and maintaining their 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

Skills:

Level 4 Diploma 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 practice

Synonyms:

IFA *Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities, we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career