Job Description
A distinguished Independent Financial Adviser Practice in the North West seeks an experienced IFA to join their expanding team. Our client has developed an outstanding reputation for delivering comprehensive financial solutions to both private and corporate clientele. This rare opportunity to join a practice that has cultivated an exemplary reputation in holistic financial planning has come about due to growth and expansion of the practice.
You will be working alongside a leading law firm and the ability to collaborate, cross-refer business opportunities and build relationships is key.
Key Responsibilities:
* Provide holistic financial planning advice to HNW private and corporate clients
* Develop and maintain strong professional relationships
* Collaborate with internal teams and professional partners
* Manage and grow existing client portfolio
* Ensure compliance with FCA regulations and company procedures
Requirements:
* Experienced Financial Adviser
* UK Diploma qualified or Chartered plus CAS status.
* Demonstrable track record financial advisory
* Excellence in relationship management
* The ability to establish and foster strong business and professional relationships.
* Strong commercial acumen
* Experience working with, and advising High Net Worth clients
* A strong communicator, influential and a team player.
Benefits Package:
* Competitive basic salary £50,000+ Negotiable
* Performance-related bonuses
* Professional development support
* Comprehensive benefits package
* HNW client base and in-house professional introducers
* Full paraplanning and administrative support
* Structured career progression pathway and exam support
To succeed in this position, you need to be exceptional at creating and developing relationships and be client-focused. The client is looking for a collaborative, motivated focused individial looking to grow personally and professionally within this great company.
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