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.