Advice Partner - Robert Walters : Job Details

Job Summary/Introduction:

Advice Partner (Financial Advisor) (Must have qualifications)Salary £30'000 - £40'000 per annum + BonusesVibrant Manchester city centre officesMonday to Friday working hours

Permanent, full time

Description:

A highly regarded IFA firm based in the heart of Manchester offering advice to private and corporate clients (Pensions). The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish.

Key Words:

FA, Financial Advisor, Financial Planner, FA, Paraplanner, DipFA, CISI, chartered institute for securities & investment, pensions

The Role:

By shadowing their Senior Financial Advisers you will have firsthand knowledge of how to operate effectively as an Adviser. The timescale of progression from Financial Advisor to Senior advice partner is dependent on how quickly you can build a client bank to justify the transition the transition. You'll be fed warm leads to generate revenue and have full back office support, meaning you can fully focus on developing a bank of clients.

The Responsibilities:

• Conducting client meetings to gather financial information, assess goals, and provide personalised recommendations
• Preparing financial analyses, including cash flow projections, retirement planning, and investment portfolio reviews
• Researching investment opportunities and assisting in developing investment strategies tailored to clients needs and risk profiles
• Preparing financial plans and presentations for client meetings
• Responding to client inquiries and provide ongoing support to address their financial needs and concerns
• Staying informed about market trends, economic developments, and regulatory changes that may impact clients financial plans
• Collaborating with other team members to ensure a seamless client experience and adherence to compliance standards
• Participating in training and professional development opportunities to expand knowledge and skills in the financial advisory field

Job Requirements:

• You should have worked in Pensions and have strong knowledge
• 1+ year as a qualified advisor
• You should hold your full Diploma in Financial Planning or equivalent
• You should be proactive to network and generate clients

If you're interested in the following job opportunity apply online today!

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates