Job description
My client is a growing and ambitious financial planning business in South Manchester. They business has made numerous acquisitions over the last few years and they are currently looking for an advisor to join their team in Manchester.
Principal Accountabilities / Main Responsibilities
- Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products
- Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service
- Retain and service and existing book of north midlands based clients whilst looking for new business opportunities
- Ability to learn and develop with the business as it grows
- Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service
Knowledge & experience
- Detailed experience of financial advice and technical aspects
- Experience at dealing with clients on a face to face and online basis
- Experience of working with clients of high net worth
- Experience of working in a team to drive better outcomes for all stakeholders
- Ideally chartered
- Experience of servicing and retaining a large book of clients
Skills
- Strong financial advice skills
- Eye for detail and accuracy
- Good team skills and desire to working collaboratively
- Excellent verbal and written communication skills
- Monitoring, evaluating and reporting
- Ability to step back, critique the existing way of working and implement improvements
Company Benefits
- Basic salary range £50k - £70k
- No threshold bonus scheme and 1/3 paid of all initial fee written paid monthly.
- 25 days holiday + 8 days bank holiday
- Company pension contribution
- Flexible medical package
- And more...
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
