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Financial Adviser

4 months ago

Nantwich, United Kingdom CFP JOBS Full time

**Independent Financial Adviser opportunity.**

Our client is an award-winning Chartered firm of Independent Financial Advisers. Based in Lancashire since 2003 they have provided high-quality financial advice and guidance to individuals and businesses across the UK. They have clients located from ThePotteries to the Scottish borders, Fleetwood to Burnley, and Liverpool to Leeds.

According to the CII they are ranked among the top 15% of firms based on qualifications.

They have now identified an opportunity to take on a new adviser in South Manchester

**As an Independent Financial Adviser your role will include**:

- Provide holistic financial planning to prospective and existing clients
- Compile accurate planning reports that reflect client requirements and meet our internal quality standards.
- Undertake regular fact-finding, presentations and service review meetings with clients.
- Maintain and ensure client information is kept up to date.
- Strive to recognise new business opportunities.
- Follow up on all enquiries in a timely manner.
- Ensure on-going continuous professional development.
- Always put your clients first

**Independent Financial Adviser - Skills & Experience Required**
- Diploma Level 4 qualified
- CAS status or have had in last 2 years
- Ability to develop existing client base
- Be motivated and driven to exceed business targets

**Independent Financial Adviser - Benefits offered**
- Employed Salary from £40,000 - £60,000+ negotiable based on passed performance.
- Home or Office based.
- Full PP & Admin
- 3x validation
- Salary reflected in performance
- Pension & Benefits

This is a first-class opportunity for a Financial Adviser with a top-class firm.