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A leading North West-based Independent Financial Adviser firm is offering an exciting employed opportunity for an experienced Financial Planner to join their successful practice.
The firm’s prestigious office is located in Alderley Edge and offers flexible working arrangements, the support of a well-established client base, and a full benefits package, including a basic salary circa £75,000 per annum.
This is a fantastic chance to elevate your career within a highly successful IFA practice. The firm is very supportive of personal and professional development and maintains a flexible approach to hybrid working.
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
Additionally, you will carry out ongoing investment reviews, regularly assess progress towards client goals, and support relationships with professional partners across legal, tax, probate, and accountancy disciplines.
About You
You will be an ambitious and focused individual with a genuine passion for financial services and a strong desire for a long-term career. You will have a proven track record of achievement that reflects your commitment to delivering high-quality advice and exceptional service to clients.
Exceptional relationship management skills are essential, along with being a technically strong Diploma/Chartered qualified Adviser.
As a career-driven professional, you will appreciate the benefits of a collaborative, client-focused, and results-oriented approach. Experience in providing holistic financial advice to both personal and corporate clients is highly desirable.
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Contact Detail:
Independent Resourcing Consultancy Ltd Recruiting Team
We think you need these skills to ace Chartered Financial Planner
How to prepare for a job interview at Independent Resourcing Consultancy Ltd
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around investment strategies, cashflow planning, and retirement options. Being able to discuss these topics confidently will show that you're not just qualified, but genuinely passionate about the field.
✨Showcase Your Relationship Skills
Since exceptional relationship management is key for this role, prepare examples of how you've built and maintained client relationships in the past. Think about specific situations where your communication skills made a difference.
✨Be Ready for Scenario Questions
Expect to be asked how you would handle various client scenarios, such as inheritance tax planning or business protection. Practise articulating your thought process and the steps you would take to provide holistic advice.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client service and professional development opportunities. This shows your interest in the role and helps you gauge if the firm aligns with your career goals.
