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Blakemore Recruitment
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Manchester, Greater Manchester
Financial Adviser- Employed
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Job Type: Full-time |
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Salary: £50,000 per annum |
Overview
Location - Manchester Salary - £50,000 Blakemore Recruitment are assisting a well Established Wealth Management firm in Manchester recruit for a Financial Planner to join their team. Client bank provided to manage and grow. Dutiies; • Have experience dealing with HNW individuals and winning business from them. • Conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances • Analyse information and present Financial Plans best suited to individual clients' requirements • Assess client’s attitude to risk and capacity for loss using UNIQ Family Wealth’s risk assessment tool of choice • Design financial strategies • Assisting clients to make informed decisions and educate them on Financial Planning and Investment Philosophy • Liaise with financial services providers to keep up to date on solutions in the market place • Review Cashflow Forecasts and recommendation reports prepared by the Professional Support team • Develop new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business. • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products; • Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development; • Deliver all of the above with integrity, honesty and professionalism. Qualifications and experience required • Level 4 Diploma 2years’ experience within a client service environment • 2 years’ experience in delivering client advice • Good communication and computer literacy skills required • Good presentation skills Does this seem like the kind of role for you? If so, please contact Jack at Blakemore Recruitment for more information.