Financial Asset Manager
2 days ago
Up to £75k DOE | Hybrid | Barnstaple
We are seeking an experienced Independent Financial Advisor to join our team at Cathedral Appointments Ltd. As a leading and growing wealth management firm, we offer an exciting opportunity for a highly motivated IFA who excels in client relationships and business development.
The role offers a hybrid working model, with 2 days a week spent in the office and visiting clients as required. Our ideal candidate will have a strong background in financial planning, excellent interpersonal skills, and a passion for networking and attracting new clients.
Key Responsibilities:
- Achieve fee income targets and manage client relationships effectively
- Develop new business by networking with clients, introducers, and professionals
- Ensure timely, compliant delivery of advice and management information
- Conduct in-depth client reviews and provide ongoing financial planning
Requirements:
- A Diploma in Financial Planning (or FCA-approved equivalent) as a minimum qualification
- A passion for networking and attracting new clients
- Excellent interpersonal skills
Benefits:
- 25 days annual leave + bank holidays
- An extra day off for your Birthday
- Employee Assistance Programme
- Enhanced Maternity and Paternity pay
- Workplace pension
- Loyalty in service bonus
- Discounted financial support/advice
- 2 company socials per year
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