Client Focused Ifa - Manchester, United Kingdom - Exchange Street Claims & Financial Services

Exchange Street Claims & Financial Services

Verified Company

Manchester, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Not all IFA jobs are the same and this one is certainly a bit different.
Most importantly, this job is for a people person. Someone who loves meeting clients. Someone who enjoys delivering seminars or conducting group meetings. Someone who is equally comfortable talking to a CEO or their newest employee.
There are plenty of clients to work with too.

Not only is there an existing portfolio of individual clients to inherit, but as an established provider of corporate solutions and financial education services to many business across the North West, there are lots of new enquiries too.

Of course, it helps to be working for one of the most respected Chartered IFAs in the region. One with a track record of working with advisers to develop their knowledge, skills and qualifications.

Paraplanning and admin support is second to none so you can focus on the client stuff that you excel at.

The starting salary for this role will be around £40,000 with benefits and, although it's not a heavily targeted role, there is also an opportunity to earn significant bonus on top if you're doing a good job.

Due to the existing client book, we do need someone who is level 4 qualified and has given financial advice before.

Beyond that we can be pretty flexible. Restricted or IFA? Doesn't matter. 2 years' or 20 years' experience? We don't mind. As long you're goodwith clients we're keen to have a chat.