Independent Financial Advisor

3 weeks ago

Manchester, United Kingdom Jane Deane Recruitment Limited Full time

Job Summary:
Seeking a skilled and experienced Chartered Financial Advisor to join an existing team. As a Financial Advisor, you will provide comprehensive financial planning services to clients, helping them achieve their financial goals and secure their financial future. Your expertise in financial services and planning will be crucial in guiding clients through investment strategies, retirement planning, and risk management.

A client bank is provided.

**Duties**:

- Conduct thorough financial assessments and analysis for clients
- Develop personalized financial plans based on clients' goals and risk tolerance
- Provide recommendations on investment strategies, asset allocation, and portfolio management
- Assist clients in retirement planning, including pension analysis
- Educate clients on various financial products and services available to them
- Monitor and review clients' investment portfolios regularly
- Stay updated on market trends, economic conditions, and changes in financial regulations
- Maintain strong relationships with clients by providing ongoing support and guidance

Qualifications:

- Chartered Financial Planner (CFP) designation or equivalent certification
- Proven experience as a Financial Advisor
- In-depth knowledge of financial services, investment products, and financial planning strategies
- Strong analytical skills with the ability to interpret complex financial data
- Excellent communication and interpersonal skills
- Ability to build trust and rapport with clients
- Proficient in using financial planning software and tools

**Benefits**:

- Competitive salary commensurate with experience
- Comprehensive health insurance package
- Retirement plan with employer matching contributions
- Professional development opportunities to enhance your skills and knowledge
- hybrid working

**Job Types**: Full-time, Permanent

Pay: £50,000.00-£60,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Life insurance
- On-site parking
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

**Experience**:

- Financial advising: 1 year (required)

Work Location: Hybrid remote in Manchester

  • Financial Advisor

    4 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    Job Description** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in...

  • Financial Advisor

    3 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    Job Description ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is...

  • Financial Advisor

    4 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    4 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    4 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    4 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    4 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    4 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    2 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **Make sure to apply with all the requested information, as laid out in the job overview below.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser,...

  • Financial Advisor

    4 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    3 months ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    4 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any...

  • Financial Advisor

    4 weeks ago

    Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any...

  • Independent Financial Advisor

    2 weeks ago

    Manchester, United Kingdom Idex Full time

    My client is a leading national IFA firm and they are looking to appoint an Independent Financial Advisor to join their firm in South Manchester / Cheshire.The business are keen to appoint an experienced and technically proficient Independent Financial Adviser, to provide whole-of-market advice to an existing portfolio of clients across the region as well as...

  • Financial Advisor

    4 weeks ago

    Manchester, UK, Greater Manchester, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Independent Financial Advisor

    3 weeks ago

    Manchester, United Kingdom Search Consultancy Full time

    Independent Financial Advisor Manchester Up to £100,000 plus commission, excellent benefits, paraplanning and admin support This is an excellent opportunity to join a thriving Financial Planning organisation offering holistic, whole of the market, financial advice to private wealth and corporate clients. There will be the opportunity to receive...

  • Independent Financial Adviser

    4 weeks ago

    Manchester, United Kingdom Heat Recruitment Full time

    An award-winning financial planning firm in central Manchester are looking for an ambitious financial planner to join their expanding sales team. You will be hired on an employed basis and the position will see you inherit an existing client bank and growyour base through developing relationships with introducers. **Key responsibilities of the role will...

  • Independent Financial Advisor

    1 day ago

    Bury, Greater Manchester, United Kingdom The Integrated Talent Partnership Full time

    Are you passionate about helping people achieve their financial goals? Do you have a proven track record of providing sound and ethical advice to clients? If so, you might be the perfect fit for my client! If your skills, experience, and qualifications match those in this job overview, do not delay your application. My client is a wealth management firm...

  • Independent Financial Advisor

    2 days ago

    Bury, Greater Manchester, United Kingdom The Integrated Talent Partnership Full time

    Are you passionate about helping people achieve their financial goals? Do you have a proven track record of providing sound and ethical advice to clients? If so, you might be the perfect fit for my client! If your skills, experience, and qualifications match those in this job overview, do not delay your application. My client is a wealth management firm...