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Independent Resourcing Consultancy
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Manchester, Greater Manchester
Independent Financial Adviser
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Our client is a long standing and well-respected provider of financial planning with offices in Didsbury, Manchester. They are currently recruiting for an experienced IFA to join their team to service a book of High Net Worth clients. The successful applicant will be given a portfolio of existing clients as a base for them to build from. Role & Responsibilities: - Assisting customers with pension & investment products. - Develop a positive relationship with all customers. - Respond to customer enquiries & identify the customer's needs. - Service existing client bank. - Act in accordance with current regulatory procedures. - The Ideal Person: - You are honest, ethical and always put the needs of your client's first. - You will have the excellent ability to build rapport. - You will have exceptional customer service skills. - You will be proactive & able to use your initiative. Please submit your details today and we will be in touch with two working days.