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Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team. This is an absolutely superb opportunity for the right individual to take their career to the highest level working in the HNW fee based.
The largest truly independent financial practice in the UK seek top quality advisors to join their already very successful team in the Manchester and surrounding; a fantastic opportunity for a good advisor with clients looking to join a reputable RDR ready organisation and be provided with all the back office, administrative support, seminars and marketing you could possibly require.
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Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team.
The largest truly independent financial practice in the UK seek top quality advisors to join their already very successful team in the Manchester and surrounding; a fantastic opportunity for a.
You will be Diploma or Chartered or working towards this so that you are in line for RDR. Some clients will be provided so you should be able and happy to develop these existing relationships and develop new long standing business.
- Manage all key Departmental operational financial and MI systems, ensuring that systems and data are available in accordance with agreed service levels and ensuring the provision of timely and accurate management information.
Reporting to the Brand Director, you will be responsible for leading approximately 7 reports covering Digital programmes, Online content, Campaign Management (Brochure and E-mails) across groundbreaking portfolio of Financial Services products.
The role is a new business role, fully supported by marketing with the marketing team creating 80% of the new business opportunities. This role is selling the full remit of software to the services market.
* Professional client centric individuals who have the desire to embrace change. * First class financial planning skills and a proven track record of target achievement. * To have at least £2m of assets under management.
The ideal candidate will have extensive leadership experience, yet still remaining hands on throughout this time. Any experience mentoring / leading more junior developers will be highly preferred. Extensive development experience is required, or at least some exposure in a leadership, or lead position.
This role is new business, fully supported by a strong marketing presence and telemarketing team. The order value is around £75k-£125k and the target in year on is £600k. This role is selling to businesses based in the North of the UK and ideally targeting service businesses.
You will be responsible for producing new business as well as maintaining and developing business with existing clients. You will use your knowledge of financial products to advise and form a strategy for each individual client and also monitor your portfolio in order to establish and highlight where switches can be made to client's agreed model in order to benefit them.
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