Job Description
Salary - £40,000 - £50,000 + bonus structure based on a balanced revenue and client outcomes
Location – WA16
Our client is redefining what it means to be a leader in wealth management and financial advice. Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions.
They are currently recruiting an experienced Independent Financial Adviser/ Financial Planner to join their growing team based at their head office in Knutsford, Cheshire.
The successful candidate will have the opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.
You will have the opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners and paraplanners.
This is a great opportunity to take your career to the next level within a very successful IFA practice which is committed to providing new and existing clients with exceptional service.
Key responsibilities
Investment and portfolio construction
Cashflow planning and modelling
Pension and retirement planning
Inheritance tax and estate planning
Business investment and protection
Capital protection
Life planning and goal setting
You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationship with our professional partners across legal, tax, probate and accountancy disciplines.
Requirements
You will have exceptional relationship management skills and you will be a technically strong Diploma qualified Adviser.
You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career.
Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients.
As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal clients.
Requirements
Independent Financial Advice Suitability Reports Financial Planning Pensions Investments IFA Administration