As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Financial Administrator - Wealth Management Firm - Manchester - Basic salary £28k - £35k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers in their Manchester office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers in their Manchester office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.