Job description
My client is a highly regarded Chartered IFA Wealth Management Practice and they are currently looking for an experienced Advisor to join their team in Wigan to support the business growth.
THE ROLE
1. Provide a fully independent holistic financial planning service to the practices HNW clients with a biased towards pensions and investments
2. Developing a client bank of your own and maximising opportunities within your client bank ensuring profitable relationships are built
3. Developing professional connections within a defined area
4. Ensuring your technical knowledge is kept up to date and that CPD records are filed monthly for compliance purposes
5. Developing a robust review process for your clients and ensuring that service is delivered in line with the agreed fee / retainer / service level
6. Ensuring that internal systems are used effectively and accurately and that client detail is recorded and kept up to date
7. Office based role however client meetings are held either at the office or at the client home address if preferred
8. Full paraplanning support is provided ensuring that time in front of clients is maximised
THE CANDIDATE
9. Ideally Chartered or at least progressing towards this qualification
10. Suitable candidates for this role will have a very successful track record over a period of time with business levels from fee and commission being of a high level over a number of years
11. A live client bank will be available to support an advisor however a transferable client bank incorporating recurring income and investable assets is ideally required