Financial Advisor / Planner (IFA) Job in Manchester, North West UK
Due to growth and development a highly regarded Financial Planning and advisory firm based in City Centre Manchester have a further opportunity for an Independent Financial Advisor to join an existing team of specialists.
Currently working in a similar role you will be ambitious and experienced with an ability to communicate effectively with clients and team alike.
Being a forward thinking and experienced advisor you will be used to generating and closing business from existing and potential clients by developing and maintaining the organisation's client base whilst continuing to expand your portfolio through networking, referrals and business relationships.
Key Responsibilities:
- Provide advice and guidance to network member firms and their clients in a professional and timely manner
- Fulfil the sales process within compliance network rules, guidelines and procedures
- Develop and grow your personal portfolio of clients as well supporting the company wide growth strategy
- Provide accurate and up to date management information as and when required
- Meet key performance targets, standards and activity requirements
Essential Knowledge/ Skills:
- Certified to at least entry level Financial Planning Certificate (FPC)
- Concise Financial Services technical knowledge covering both personal and corporate products
- Self-motivated and enthusiastic
- Clear and professional communication and organisational skills
February 24, 2008
• Tags: Financial Advisor, North West Uk, Planner (IFA) Job in Manchester • Posted in: General