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  • Salary: £40000 - £60000 per annum
  • Location: Manchester, Greater Manchester
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    25 Aug 2020
  • Job reference: 34086

My client is currently looking for 2 experienced IFA's to join their team in central Manchester.

The Role:

  • Private client advice - Protection; Investments including Direct/ISA/Onshore Bond/Offshore Bond/Structured Product/VCTs/EIS; Pensions including PPs/Drawdown/Annuity/ SIPP/SSAS; IHT and Trust Planning
  • Working with professional Introducers - Accountancy Practices
  • Working with your support team of Paraplanners and Administrators

The Candidate:

  • Currently or previously worked within an IFA environment dealing with High-net worth clients
  • 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 mind-set
  • 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

The Benefits:

  • 35 hours per week
  • 25 days holiday plus Bank Holidays
  • Loyalty days with continued service
  • Christmas closure
  • Quarterly bonus scheme
  • Perkbox scheme
  • Pension
  • Private medical insurance
  • Life assurance
  • Fully funded company social events - Summer and Winter
  • Generous study/training program
  • Personal development plan; quarterly 1:1 meetings and annual appraisal system

For more information please contact Graeme Hyland.

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