Overview

Leads provided. We are recruiting for an employed G60 qualified IFA for a leading independent financial advisory firm in Manchester City Centre. They have a full team of back office staff responsible for adviser support, research and paraplanning. You will hold the G60 qualification and Level 4 Diploma in Financial Planning and have at least 3 years in a financial advisory role.

Responsibilities

• Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
• Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
• Make recommendations to clients that meet their goals and ambitions
• Cultivate the client base and build relationships
• Keep abreast of new industry developments and research the market to ensure that knowledge is current
• Keep up to date with financial products and legislation and c...