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ifa

4 months ago

Chester, Cheshire, United Kingdom Idex Full time

My client is a growing and ambitious financial adviser practice based Cheshire due to a recent acquisition, they are looking for an experienced and senior financial planner in the Stoke on Trent area to look after a retiring advisors book of HNW clients.

Principal Accountabilities / Main Responsibilities

  • Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products
  • Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service
  • Retain and service and existing book of north midlands based clients whilst looking for new business opportunities
  • Ability to learn and develop with the business as it grows
  • Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service



Knowledge & experience

  • Detailed experience of financial advice and technical aspects
  • Experience at dealing with clients on a face to face and online basis
  • Experience of working with clients of high net worth
  • Experience of working in a team to drive better outcomes for all stakeholders
  • Ideally chartered
  • Experience of servicing and retaining a large book of clients



Skills

  • Strong financial advice skills
  • Eye for detail and accuracy
  • Good team skills and desire to working collaboratively
  • Excellent verbal and written communication skills
  • Monitoring, evaluating and reporting
  • Ability to step back, critique the existing way of working and implement improvements


Company Benefits

  • Basic salary range £65k - £80k
  • Additional adviser bonus scheme
  • 25 days holiday + 8 days bank holiday
  • 5% company pension contribution
  • Flexible medical package
  • And more...

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