Jobs

    Self-employed Financial Adviser - Manchester, United Kingdom - Ferguson Dean

    Ferguson Dean
    Ferguson Dean Manchester, United Kingdom

    2 weeks ago

    Default job background
    Description
    A leading IFA practice in Manchester are looking for an Adviser to join their business.

    Working closely with a local accountancy practice, you will primarily be responsible for Private Client advice to clients in the £250k to £5m space, but with no upper limits.

    All paraplanning and administrative support will be provided.


    Role will include:
    1. Portfolio reviews with existing clients.2, Working with partners in the professional practice to identify additional opportunities.3. Identifying other needs for clients, as well as corporate and employee benefits needs for other teams.4. Maintaining up to date and compliant client files in conjunction with the technical team.5. Keeping up to date CPD6.

    Actively seeking out new client opportunities as requiredIn return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.


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