Independent Financial Advisor

 

Description:

IDEX Consulting is partnering with a national Financial Advisory firm seeking an Independent Financial Advisor (IFA) to join their growing team in Manchester. This is a home-based role, and the successful candidate will inherit a book of clients from a retiring advisor due to business acquisitions across 2024 and 2025.

Key Responsibilities:

  • Conduct in-depth reviews of clients’ financial circumstances, analyzing their current provisions, future objectives, and best financial planning strategies.
  • Maintain and strengthen client and introducer relationships through meetings, seminars, and continuous engagement.
  • Provide updates on new financial products, regulatory changes, and investment opportunities to ensure clients’ financial plans remain aligned with their goals.
  • Acquire and develop new business from existing and new clients, as well as professional introducers.
  • Prepare comprehensive financial planning reports covering all areas of advice, ensuring tailored solutions for each client.

Required Qualifications & Experience:

  • Diploma in Regulated Financial Planning is essential.
  • Strong relationship management and client engagement skills.
  • Ability to analyze financial needs and create strategic financial solutions.

What We Offer:

  • Competitive salary of £4,583 - £5,416 per month + benefits.
  • Car allowance included in the package.
  • Full Paraplanning and administrative support to allow focus on client management.
  • Structured training and development program to ensure a smooth transition into the role.
  • Opportunities for career growth within the organization.

Organization IDEX Consulting
Industry Banking / Financial Services Jobs
Occupational Category Independent Financial Advisor
Job Location Manchester,UK
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2025-03-11 3:01 pm
Expires on 2025-04-25