IFA / Financial Planner in Manchester
IFA / Financial Planner

IFA / Financial Planner in Manchester

Manchester Full-Time 40000 - 50000 £ / year (est.) Home office possible
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Hays

At a Glance

  • Tasks: Provide independent financial advice to high-income clients through remote meetings.
  • Company: Established and progressive firm of Independent Financial Advisers.
  • Benefits: Competitive salary, rewarding bonus structure, and full support for career growth.
  • Other info: Great opportunity for paraplanners looking to step into an advisory role.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Minimum Level 4 Diploma qualified with proven experience as a Financial Adviser.

The predicted salary is between 40000 - 50000 £ per year.

Due to continued growth, an excellent opportunity has arisen within a well-established and progressive firm of IFAs for a financial adviser. The firm has over the years established a number of joint ventures with professional introducers to provide their clients with financial planning. A new opportunity has now arisen for an adviser to work with good quality clients, typically high-income earners.

Employed role providing independent advice across the full range of financial planning. Your own client bank is not a requirement as all leads will be provided. This will include reviewing the client's current pension arrangements, pension consolidation, reviewing existing protection arrangements and providing advice on investments. No travel required as you will be providing advice via remote meetings or over the telephone.

Essential to be minimum Level 4 Diploma qualified, and have proven experience as a Financial Adviser. Will also consider an experienced Paraplanner with good client skills seeking to step into an advisory role.

Employed role offering a highly competitive package including a good basic salary and a rewarding bonus structure.

IFA / Financial Planner in Manchester employer: Hays

Join a well-established and progressive firm of IFAs that prioritises employee growth and offers a supportive work culture. With a focus on providing independent financial advice to high-income clients, you will benefit from a competitive salary and rewarding bonus structure, all while enjoying the flexibility of remote meetings. This role not only provides excellent training opportunities for career advancement but also ensures you are part of a dynamic team dedicated to client success.
Hays

Contact Detail:

Hays Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land IFA / Financial Planner in Manchester

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone at a firm that’s hiring.

✨Tip Number 2

Prepare for those virtual meetings! Since you'll be advising clients remotely, make sure your tech is up to scratch. Test your video and audio beforehand, and have all your materials ready to go so you can focus on providing top-notch advice.

✨Tip Number 3

Showcase your expertise! During interviews, be ready to discuss your experience with pension arrangements and investment advice. Use specific examples to demonstrate how you've helped clients achieve their financial goals.

✨Tip Number 4

Apply through our website! We’ve got loads of great opportunities waiting for you. By applying directly, you’ll get the best chance to showcase your skills and land that dream role as a Financial Adviser.

We think you need these skills to ace IFA / Financial Planner in Manchester

Level 4 Diploma in Financial Advice
Financial Planning
Pension Review and Consolidation
Protection Arrangement Review
Investment Advice
Client Relationship Management
Remote Communication Skills
Advisory Experience
Paraplanning Skills
Attention to Detail
Problem-Solving Skills
Sales Skills
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your Level 4 Diploma and any relevant financial advising experience to catch our eye!

Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share your passion for financial planning and how you can help high-income clients achieve their goals.

Showcase Your Client Skills: Since we’re looking for someone with great client skills, be sure to include examples of how you've successfully managed client relationships in the past. This will help us see your potential as an adviser.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Hays

✨Know Your Financial Stuff

Make sure you're up to speed with the latest financial regulations and products. Brush up on your knowledge of pensions, investments, and protection arrangements. This will not only show your expertise but also help you answer questions confidently.

✨Showcase Your Client Skills

Since you'll be working with high-income earners, it's crucial to demonstrate your ability to build rapport and trust. Prepare examples from your past experiences where you've successfully managed client relationships or resolved issues effectively.

✨Prepare for Remote Interactions

As the role involves remote meetings, practice your virtual communication skills. Ensure your tech is working smoothly, and consider how you can create a personal connection through a screen. A friendly smile and good eye contact can go a long way!

✨Understand the Firm's Values

Research the firm’s mission and values before the interview. Be ready to discuss how your own values align with theirs. This shows that you're not just looking for any job, but that you're genuinely interested in being part of their team.

IFA / Financial Planner in Manchester
Hays
Location: Manchester
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