At a Glance
- Tasks: Provide exceptional financial advice and grow client relationships in a dynamic team.
- Company: Award-winning national financial planning firm with a supportive culture.
- Benefits: Competitive salary, professional development, and flexible working options.
- Other info: Inclusive company culture focused on diversity and continuous growth.
- Why this job: Join a leading practice and make a real impact on clients' financial futures.
- Qualifications: Diploma level 4 qualified with a proven track record as a Financial Adviser.
The predicted salary is between 54000 - 66000 £ per year.
An award-winning national financial planning firm are seeking to appoint an experienced Independent Financial Advisor into their growing private-client team in the North West. With offices in Manchester and Liverpool they can accommodate someone in either office. You will be responsible for providing an exceptional level of service across savings and investments, tax and estate planning and pension and retirement planning; working with the businesses existing client portfolio whilst growing the opportunity to win new business via networking, research and marketing. This opportunity would be ideally suited to a successful IFA, who's built up a network of existing contacts across the market and are looking for an appointment to continue in providing holistic, whole of market advice, within a leading practice who are able to offer support.
Responsibilities:
- Provide holistic financial planning to prospective and existing clients
- Compile accurate reports that reflect client requirements and meet internal business standards
- Undertake regular factfinding, presentations and service review meetings with clients
- Maintain and ensure client files are kept up to date
- Strive to recognise new business opportunities
- Follow up on all enquiries in a timely manner
- Generate a business pipeline level sufficient to meet your business targets
- Ensure ongoing continuous professional development
What we're searching for:
- Minimum of Diploma level 4 qualified
- Proven track record of working as a Financial Adviser
- Be motivated and driven to exceed business targets
Independent Financial Advisor in Liverpool employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
