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My client is a highly regarded Chartered IFA Wealth Management Practice and they are currently looking for an experienced Advisor to join their team in Wigan to support the business growth.
THE ROLE
* Provide a fully independent holistic financial planning service to the practice's HNW clients, with a focus on pensions and investments.
* Develop your own client bank and maximize opportunities within it to build profitable relationships.
* Develop professional connections within a defined area.
* Keep your technical knowledge up to date and maintain CPD records monthly for compliance.
* Develop a robust review process for clients, ensuring service delivery aligns with the agreed fee, retainer, or service level.
* Use internal systems effectively and accurately, ensuring client details are recorded and updated.
* This is an office-based role; however, client meetings can be held at the office or at the client's home if preferred.
* Full paraplanning support is provided to maximize client-facing time.
THE CANDIDATE
* Ideally Chartered or progressing towards this qualification.
* Candidates should have a successful track record over time, with high business levels from fees and commissions over several years.
* A live client bank will be available, but a transferable client bank with recurring income and investable assets is preferred.
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