Independent Financial Adviser
1 day ago
IRC’s client is a ground-breaking and client-focused mid-sized financial planning firm. At the heart of their business is a clear and succinct purpose - to provide a positive client outcome in everything they do. The Independent Financial Adviser will have the benefit of working alongside a key North West Accountancy Practice offering expert financial advice to help their clients plan for their best financial future. **Living in the North West, you will be a minimum Level 4 Diploma qualified or a Chartered Financial Planner as well as being Competent Adviser Status (CAS).** As a member of the advisory team, you will join like-minded professionals continually focused on sharpening their skills and knowledge so we can remain at the top of our industry. They believe in the importance of financial advice and how they provide it.The role will include: - Working with professional Introducer - Accountancy Practices - Working within your support team of Paraplanners and Administrators Providing Private client (HNW) and Corporate advice: - Protection - Pensions planning including PPs/FAD/Annuity/ SIPP/SSAS - Investment planning - IHT, Trust and Legacy Planning - Group risk and business succession planning You will be very strong in the flowing areas: - Business development and relationship management skills - The capability to explain complex information simply and clearly - The ability to network and establish business and professional relationships - Negotiation and influencing skills as well as determination and tenacity - The ability to work in a team - Time management skills - Customer service skills - A target-driven mindset - A flexible approach to work - Discretion and an understanding of the need for client confidentiality. - An ethical and professional approach to work They say that "we are powered by our people; they are the future." They are committed to progressing, empowering and celebrating their successes and offer a generous reward package which includes: - Competitive basic salary Circa £40,000 - £50,000 pa - Competitive Bonus Scheme with unlimited earning hours per week - 25 days holiday plus Bank Holidays, and an Additional Birthday Holiday - Long Term Service Benefit Enhancements - Christmas Closure - Perkbox Scheme - Pension - Private Medical Insurance - Death in Service - Fully Funded Summer and Winter Social Events - Generous Study/Training Program - Personal Development Plan - Quarterly 1:1 meetings and Annual Appraisal System With company growth of 20% year on year and over £1 billion in Assets Under Management on behalf of thousands of diverse clients and an employee benefits solutions provider for over 500 companies, they are well-positioned to help deliver your career andpersonal goals. As a business, they make conscious changes with corporate responsibility and environmental sustainability in mind, these are reported in their annual Social Impact Report. **Next Step**: - Does this sound like an opportunity that aligns with your career ambitions?_
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Independent Financial Adviser
3 days ago
Manchester, United Kingdom AFH Financial Group Full time**Independent Financial Adviser - Location of clients Manchester** This is an opportunity to service and build upon an existing client portfolio on an employed or self-employed basis, delivering a consistent and outstanding client experience. In this role, you will understand your clients current and future financial goals and formulate easy to understand...
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Independent Financial Adviser
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Independent Financial Adviser
2 weeks ago
Manchester, United Kingdom RecruitUK Full time £35,000 - £40,000 per yearJob Description Job Title: Independent Financial AdviserIndustry: Financial ServicesLocation: Newcastle-Upon-TyneSalary: £35,000 - £40,000Job ref: 14253Job Description:Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity that can provide you with the training and tools to become...
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