Independent Financial Adviser

Greater Manchester - UK

Monthly Salary: GBP 65000 - 65000

Experience Required: 4-5years

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

Bond Recruitment is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Independent Financial Adviser (IFA) to join their successful practice on an employed contract.

Our clients prestigious office is located in Chorley and the opportunity benefits from the support of a well-established client base plus a basic salary of up to 65000 and competitive bonus structure.

This is a great opportunity to take your career to the next level within a very successful IFA practice.

The practice is very supportive of personal and professional development and is committed to providing new and existing clients with exceptional service your role will include providing advice to clients in the following areas:

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

About you
You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients.

You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser.

As a career Adviser you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated. You will be experienced in providing "holistic financial advice" to personal and corporate clients.

Required Skills:

Independent Financial Advice Suitability Reports Financial Planning Pensions Investments IFA Administration