IFA - Manchester

Recruiter
Kingsley Adams
Location
Manchester
Salary
40000.0000
Posted
09 May 2017
Closes
08 Jun 2017
Contract Type
Permanent
Hours
Full Time

This award winning, leading provider of independent financial advice, based in Manchester is looking to recruit an experienced IFA due to expansion.

  • Employed position working within an established IFA practice.
  • Working with professional introducers.
  • Working within a team - paraplanners/admin.
  • Private client (HNW) and Corporate advice.
  • Private client - Protection; Investments including Direct/ISA/Onshore Bond/Offshore Bond/Structured Product/VCTs/EIS; Pensions including PPs/Drawdown/Annuity/ SIPP/SSAS; IHT and Trust Planning.
  • Corporate advice - Group Risk; Group Pension; Auto Enrolment; Protection.
  • Business Development.

Skills:

  • Excellent communication, interpersonal and listening skills.
  • The capability to explain complex information simply and clearly.
  • The ability to network and establish relationships with clients.
  • Research and analytical skills.
  • Negotiation and influencing skills as well as determination and tenacity.
  • The ability to work in a team.
  • Time management skills.
  • Customer service skills.
  • Self-motivation and organisation.
  • A good level of numeracy and IT skills.
  • A target-driven mindset.
  • A flexible approach to work.
  • Decision-making skills.
  • Discretion and an understanding of the need for client confidentiality.
  • An ethical and professional approach to work.

Qualifications:

  • CAS.
  • Minimum Level 4 Diploma QCA.
  • Preferably working towards Chartered.
  • Driving Licence.
  • Clean CRB.