Financial Adviser (IFA): Client Bank Provided in Altrincham

Financial Adviser (IFA): Client Bank Provided in Altrincham

Altrincham Full-Time On-site
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Your new company

An excellent opportunity has arisen within a well-established and growing firm of IFAs for a financial adviser. Advisers are all employed. Flexible working culture.

Your new role

Employed role providing independent advice across the full range of financial planning. All clients and leads will be provided, no requirement or expectation to bring clients. Your role will typically involve advising higher-earning individuals, reviewing clients' current pension arrangements, pension consolidation, reviewing existing protection arrangements, providing advice on investments. The majority of client meetings will be online. Working as part of a team office-based, with the option for hybrid working.

What you'll need to succeed

Essential to be Level 4 Diploma qualified and have proven experience as a Financial Adviser, good technical knowledge, particularly in the areas of pensions and investments.

What you'll get in return

Employed role offering a highly competitive package including a good basic salary and a rewarding bonus structure. This is an excellent opportunity for someone seeking a financial advisory role where all clients and leads are provided, does not require any new business development and will enable you to realistically achieve earnings of Β£75k+.

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Financial Adviser (IFA): Client Bank Provided in Altrincham employer: Financial Planning Today

Financial Planning Today is an exceptional employer, offering a dynamic work environment in the heart of London at Chancery Lane. With a strong emphasis on professional development, employees benefit from ongoing training and mentorship opportunities, fostering growth within the wealth and investment sectors. The collaborative culture encourages initiative and innovation, making it a rewarding place for those looking to make a meaningful impact in financial planning.

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Contact Details:

Financial Planning Today Recruitment Team