Independent Financial Advisor

  • Location

    Manchester, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £65000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2612_1616499154

  • Published:

    about 1 month ago

  • Expiry date:

    2021-04-22

  • Consultant:

    #

Independent Financial Advisor - Chartered (or Close to) - Manchester - Client Bank Provided - Salary £Negotiable plus Bonus and Benefits

Our client, a well established and highly respected firm of Chartered Financial Planners in the centre of Manchester, are currently looking to recruit an experienced IFA to their team to service and develop a book of HNW clients. The vacancy has arisen as a long-term employee is relocating to another part of the UK and is no longer able to service their clients.

This company have a fantastic structure in place to ensure you can succeed, with Advisers supported by a well-qualified and experienced team of Paraplanners and Administrators who will assist with all research, reports and administrative duties. The investment committee, which you will be involved with, meet on a quarterly basis to discuss their proposition and their marketing team and network of professional introducers are in place to ensure you can keep your diary full of client appointments.

As a Chartered firm, the candidate should be level 6 qualified or close to achieving this so that they can maintain their status. You must also have previous experience of providing holistic financial advice to private clients. Candidates should have a strong knowledge of pensions and investments and a proven record in a target based environment.

We are looking for somebody who is seeking a long term opportunity, with the potential to become a shareholder partner of the company in the future. At least 80% of your work will be with existing clients provided by the company, but we are looking for a hardworking, driven individual who will be motivated to bring in new clients and business and help the company to grow.

On offer is a competitive basic salary and benefits package, negotiable depending on experience and qualifications. Candidates who have clients to bring with them will be welcomed, although this is not a requirement as the company are at capacity and keen to bring in an adviser who can deal with existing clients.