Financial Adviser/IFA: client bank provided
JOB_53072644673597Job type
PermanentLocation
LancashireWorking Pattern
Full-timeSpecialism
Ifa / Financial Adviser / Mortgage AdviserIndustry
Banking & Financial ServicesPay
Employed £neg, OTE: £75k
Financial Adviser /IFA (employed role): All Leads Provided: Lancashire: Basic + bonus OTE £75k+
Your new company
Due to expansion, a new opportunity has arisen within a well-established, reputable IFA firm for a Financial Adviser. This is an excellent role for either an experienced adviser seeking a better opportunity or a paraplanner seeking career progression into an advisory role.
Your new role
Employed role providing financial advice to high-earning individuals, reviewing each client's circumstances with a particular focus on pensions, investments and protection, identifying financial planning needs and new business opportunities and tailoring advice in each client's best interests. All leads provided, no requirement to bring clients. Full administration support provided. Excellent earnings potential, OTE £75k+
What you'll need to succeed
It is essential to be minimum Level 4 Diploma qualified and have experience either as a Financial Adviser or a paraplanner. Good technical knowledge, particularly in the areas of pensions, investments and protection, excellent communication and interpersonal skills, strong client relationship skills, and business development skills.
What you'll get in return
Employed package offering a very good earnings opportunity, good benefits and excellent long-term prospects.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Talk to Linda Leon, the specialist consultant managing this position
Located in Manchester, 4th Floor, City Tower, Piccadilly PlazaTelephone 0161 236 2622