This is a strong opportunity for an adviser who is early in their career but already authorised and ready for a bigger platform.
This is not a cold BD role. You will be joining a new wealth proposition focused on supporting existing clients, delivering annual reviews and identifying wider planning opportunities across pensions, investments and broader wealth needs.
* Manage and service an existing portfolio of wealth clients
* Conduct annual reviews and identify further planning needs
* Support clients across pensions, investments and wider wealth planning
* Work closely with Wealth Planners and internal teams to deliver a strong client experience
* Help build out a new proposition in Manchester.
You’ll bring:
* Minimum 18 months experience as an authorised adviser
* Experience across pensions and investments
* A client first approach and strong relationship management skills
* The confidence to spot wider opportunities without needing to be a pure new business hunter
* IHT knowledge would be useful, but is not essential
You’ll get
* A major wealth brand with strong infrastructure and support
* Existing clients and a clear proposition
* A role that allows you to develop technically and commercially
* 10% pension, bonus up to 20% (Year 1), rising to 30% (Year 2) and progression potential
This could suit someone in a junior adviser, remote advice, telephone advice or large IFA environment who is ready for a step up into a broader wealth management role.
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