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IFA (Clients Provided)

  • Salary: £45000 - £55000 per annum + Benefits Package, Bonus
  • Location: Manchester, Greater Manchester
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    23 Oct 2018
  • Job reference: 31189

My client is large chartered financial planning practice based in South Manchester. They are currently looking for an experienced IFA to join their business to primarily service an existing client bank. In addition to the servicing, they would encourage the successful candidate to develop their own clients.

The business has a long, distinguished heritage and have been providing wealth management solutions for many years. They build strong relationships with their clients allowing them to fully understand their financial requirements, including cash flow modelling and full holistic lifestyle financial planning.

Your new role

  • Your new job working as a Financial Planner is an all-encompassing role, where you will be required to build relationships with an existing client base and retain business
  • Be able to analyse client information conscientiously and accurately in order to provide suitable advice
  • Present suitable advice to clients in a concise and balanced manner, explaining clearly charges, fees and disadvantages together with the main reasons for the advice
  • You will have proven previous experience in managing clients and retaining relationships
  • You will hold the Level 4 Diploma in Financial Planning (or equivalent) and be working towards or already hold chartered status

What you'll get in return

You'll be offered a competitive salary of c£50,000 + bonus and an excellent benefits package. You will receive full support from the Directors and experienced members of the team.

For more information please contact Graeme Hyland.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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