Financial Adviser

Independent Financial Adviser | Client Bank Provided | Neg basic salary + full benefits + bonus

Manchester

An opportunity has arisen within a highly reputable and progressive Financial services company who are looking for an experienced Financial Adviser to take over an existing quality client bank, the company provide a dedicated paraplanning and administration team as support.

As a Financial Advisor, you’ll develop relationships with clients, ensuring they receive the highest levels of service and provide them with solutions in investments, protection, retirement planning and laterlife planning needs.

To deliver bespoke solutions to advisory and discretionary clients in all aspects of financial planning. Provide regular financial advice to clients in line with the company’s service proposition. Review and respond to clients' changing financial needs and circumstances. Advise clients on appropriate financial solutions. Undertake reviews of client portfolios and compile annual suitability reports. Maintain performance, development, awareness of industry and legislative changes, product and up to date technical knowledge.

This would suit Financial Adviser who is a natural communicator with a passion for delivering excellent customer service and is now looking to move on and progress their career with a well-established and friendly IFA practice.

If you are interested in this or other similar roles, please do not hesitate to get in contact. This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services recruitment.