Location: Manchester
Salary: £35,000 - £40,000
Type: Permanent
Workplace: Remote
Ref: 88220
Recruiter Managing This Role
Independent Financial Adviser Manchester/Remote Working Up to £40,000
This is an opportunity for someone with a Diploma qualification and experience in paraplanning and back-office administration to transition into an adviser role within 6 months, with support from an IFA. The ideal candidate will have a strong industry background and a desire to build a client bank.
What’s on offer?
* Additional adviser bonus scheme
* 25 days holiday + 8 bank holidays
* 5% company pension contribution
* Flexible medical package
* Monthly bonus payments based on 3X validation of salary
This role involves joining an existing team of advisers to provide excellent financial advice to clients within a specified region. The incoming adviser will be assigned a client portfolio to service.
Applicants should have a Level 4 qualification and a minimum of paraplanning experience.
Principal Accountabilities / Main Responsibilities
* Providing first-class advice on wealth management, including pensions, investments, tax planning, savings, and protection products
* Collaborating with the paraplanning and administration team to deliver timely reports and excellent customer service
* Growing the client asset bank by bringing in additional assets where possible
* Learning and developing with the business as it grows
#J-18808-Ljbffr