Full job descriptionFinancial AdviserLocation: Manchester
About the RoleAn established Wealth Management business based in Liverpool is looking to recruit a Financial Adviser to join its team.
This is an opportunity for an adviser to build and maintain strong client relationships, deliver tailored financial advice and support clients with their long-term financial goals.
Working alongside an experienced team, you’ll be responsible for providing high-quality financial planning and developing lasting relationships with clients.
Key Responsibilities*Provide holistic financial advice tailored to clients’ individual needs and objectives.
*Build and maintain strong relationships with new and existing clients.
*Conduct client meetings, fact-finds and regular financial reviews.
*Develop suitable financial planning strategies across pensions, investments, retirement planning and protection.
*Research and recommend appropriate financial products and solutions.
*Prepare and present clear, compliant recommendations to clients.
*Manage and develop an ongoing client bank.
*Identify opportunities to grow client relationships and generate new business.
*Maintain accurate client records and ensure all advice meets regulatory and compliance requirements.
*Work closely with the wider support team to deliver an excellent client experience.
About You*Previous experience as a Financial Adviser within an IFA or Wealth Management environment.
*Level 4 Diploma in Regulated Financial Planning or equivalent.
*Strong technical knowledge across pensions, investments and wider financial planning.
*Excellent communication and relationship-building skills.
*A professional, personable and client-focused approach.
*The ability to manage your own workload and build long-term client relationships.
*A proactive approach to business development and career progression.
Interested?If you’re a Financial Adviser considering your next move in Manchester, I’d love to have a confidential conversation.