Independent Financial Adviser - Alderley Edge, United Kingdom - Independent Resourcing Consultancy
Description
Independent Financial Adviser:
Job Reference: 153
Date Posted: 21 February 2023
- Recruiter: Independent Resourcing Consultancy
- Location: Alderley Edge
- Salary: £50,000 to £70,000
- Sector: Financial Advisers
- Job Type: Permanent
- Contact: Jon Minns
- Telephone:
Our client's prestigious office is located in Alderley Edge and the opportunity benefits from flexible working, the support of a well-established client base plus a full benefits package, including a basic salary circa £55,000 to £75,000 pa.
This is a great opportunity to take your career to the next level within a very successful IFA practice.
The practice is very supportive of personal and professional development and flexible when it comes to hybrid working.
The practice is committed to providing new and existing clients with exceptional service.
and your role will include providing advice to clients in the following areas:
- Investment and portfolio construction
- Cashflow planning and modelling
- Pension and retirement planning
- Inheritance tax and estate planning
- Business investment and protection
- Capital protection
- Life planning and goal setting
You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationship with our professional partners across legal, tax, probate and accountancy disciplines.
About you
You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career.
Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients.
You will have exceptional relationship management skills and you will be a technically strong Diploma/Chartered qualified Adviser.
As a career Adviser, you will appreciate the benefits of a collaborative approach and your business interactions are client-focused and results-orientated.
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