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Independent Financial Adviser

£35000 - £50000 + benefits

£35,000 - £50,000
Lancaster

A long established, well regarded Financial Advisory organisation with a solid reputation for providing clients with trusted long term advice seek a Level 4 qualified IFA to join its Manchester office

The Company are proud to provide independent, holistic advice to clients on a UK wide range of products that complement the clients' personal goals and objectives.

You will be provided with administration support, research and marketing, professional development and on-going training.

The Responsibilities:

Create a Business Plan with management and work towards agreed targets and goals
Undertake frequent client meetings with existing and prospective clients
Provide holistic financial planning to prospective and existing clients, meeting their financial goals and objectives
Act in a compliant manner, deliver an outstanding level of customer service and ensuring you adhere to the FCA rules and regulations
Professionally service the needs of existing clients, create new opportunities via networking and referrals and look to build a network of professional introducers 
Generate a pipeline that is of sufficient level to meet planned business targets
In line with business standards, ensure all client data, business transactions and information is recorded in a timely manner

About You:

Level 4 Qualified as a minimum
At least 2 years' experience working in a client facing role
Self-motivated and hungry to succeed
Professionalism, gravitas and integrity 
Comfortable completing investment reports and using research tools 
Strong communication skills with clients, administration staff and management
Technically sound across Pensions and Investments
IT Literate 
Keen to pursue further industry qualifications for professional development and desire to increase technical knowledge in specialist areas

Benefits:

Competitive Salary + commissions
Continued support to develop professionally 
Opportunity to progress
Admin, Marketing and lead generation

Location: 
Lancaster
Employment type: 
Employed (Full Time)
Sector: 
Adviser
Reference Number: 
SR-806