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IDEX Consulting Ltd
Closing date
26 Jun 2022

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Contract Type
Full Time
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My client is an established and successful IFA practice in the centre of Manchester. They are currently looking for an experienced Advisor to join them to help and grow an existing book of clients.

Key Responsibilities

• Provide a first class advice service to clients and introducers.

• Working in partnership with their accountancy practice to provide a seamless and client focused advice proposition.

• Working within your support team of Paraplanners and Administrators.

• Private client (HNW) advice:

• Protection

• Investments including Direct/ISA/Onshore Bond/Offshore

• Bond/Structured Product/VCTs/EIS

• Pensions including PPs/FAD/Annuity/ SIPP/SSAS

• IHT and Trust Planning

• Corporate advice:

• Group Risk

• Group Pensions

• Corporate Protection

• Corporate Investments

• Business Development.

• Relationship Management.

The Benefits

They are committed to progressing, empowering and celebrating our people and offer a generous reward package which includes:

• Competitive basic salary

• 35 hours per week

• 25 days holiday plus Bank Holidays, and an Additional Birthday Holiday Long Term Service Benefit Enhancements

• Christmas Closure

• Competitive Bonus Scheme

• Perkbox Scheme

• Pension

• Private Medical Insurance

• Death in Service

• Fully Funded Summer and Winter Social Events

• Generous Study/Training Program

• Personal Development Plan; Quarterly 1:1 meetings and Annual Appraisal System

• 24/7 Employee Assistance Programme

In addition to their competitive rewards package:

• They are committed to career development - providing an excellent in-house training program to support this with a generous study scheme and Personal Development Plan.

• They operate a hybrid working model.

• They celebrate diversity and are committed to creating a diverse and inclusive organisation.

• They have an active Culture & Values Committee who work hard to create a positive and healthy culture within our organisation.

• They are committed to our community - they support various charities throughout the North West and have an employee nominated Charity of the Year and a quarterly Community Funding Scheme.

• They plant a tree for every employee every six months via Manchester City of Trees.

• They make conscious changes with corporate responsibility and environmental sustainability in mind, these are reported on in their annual Social Impact Report.

• Great atmosphere, team spirit and thoroughly enjoyable working environment.

• Organised social events calendar for all who want to participate.

For more information please contact Graeme Hyland on 07896 933622 or email
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