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Position: Financial Adviser -Manchester
Location: Manchester,,
Position Type:
Sectors/Categories:
Salary: 45000
Job Details: Financial Planning and Investment adviser
Main areas of FP activity are SIPP , retirement planning , offshore Bonds , IHT
Location-Manchester
Salary-45K plus benefits and bi-annual bonus
Job Reference 110605
Date Posted June 11 2011
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Company Information
Our clients business has a history of investment management that stretches back to 1827.
They offer wealth management and investment services that are entirely built around your needs. Whether you are a private individual, charity, friendly society, trust, or a professional advising these clients, we remain completely focused on understanding your goals and helping you reach them.
What sets them apart is their people. The enduring relationships they form with their clients are built on trust. Coupled with their forward-thinking investment process, they believe that their service is second to none. Our client has 17 Financial planners throughout group
Currently one planner in Manchester Office &ndash vacancy due to expansion
Candidate Specifications
Min DIP PFS &ndash preferably Chartered .
Currently providing advice in the HNW area &ndash not somebody who just has the exams!
Patience is a virtue
Arrogance is not
Someone with account management experience would be preferable as building introducer referrals will be an important part of the role. Sitting back and expecting to be &ldquofed&rdquo by the Investment managers would not be a sensible way of working. There will be some internal referrals however.
Bringing your own client bank is not a pre-requisite. Clearly if you have some clients with genuine ongoing income who are of our clients shape and size then they would be interested but that is not the point of the exercise.
Reward
Package negotiable &ndash but would expect starting salary to be in region of 45k
Annual bonus paid twice yearly is discretionary so varies between offices and is dependant on performance of whole office - which is predominantly investment management - but some guarantee can be incorporated .full benefits and bonus 10% Employer Contribution Pension scheme Personal revenue will grow over time as planner contributes more Many of financial planning team have been with firm in excess of 10 years
Main areas of FP activity are SIPP , retirement planning , offshore Bonds , IHT planning . No mortgages. No long term care. Little life cover.
Fee basis of 2% initial 0.5% trail .
Our Client is seeking a financial planner in their Manchester office .The following are basic characteristics for the right person:
A Hunter is required&ndash there will not be an established financial Planning client bank to walk into
Somebody who appreciates that our client is for the long term . They do not put pressure on people for immediate revenue and should understand that works both ways
They are seeking a real people person &ndash not afraid of constructive dialogue &ndash able to stand their ground internally and able to put across point of view in a firm but unconfrontational way .
Company Name: Alexander Lort
Advertised On: Fiish Media
Date Posted: 23 June 2011
