Manchester
A leading financial planning firm in central Manchester are looking for a qualified individual to join their expanding adviser team. A paraplanner looking for a step up into advice will be the ideal type for this position.
Key responsibilities of the role will include
- Supporting Advisers with their professional introducers – Accountancy Practices
- Working within your support team of Paraplanners and Administrators
- Providing both Private client (HNW) and corporate advice
- Generate client referrals, with a focus on business development
- Providing expert financial advice to existing clients
- Relationship Management
What’s on offer?
- PMI
- 25 days holiday + bank holidays
- personal development plan
- highly competitive bonus scheme
- full support with industry qualifications
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA, Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Manager, Paraplanning, Para-planner, technical support, Wealth Consultant, Financial Consultant