Independent Financial Advisor

IDEX Consulting; Manchester; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an Independent Financial Advisor to join their expanding team in Manchester. This role offers the opportunity to inherit a book of clients from a retiring advisor, allowing you to leverage existing relationships while also developing new business. You will be responsible for reviewing clients' financial needs, providing tailored advice, and maintaining strong relationships with clients and introducers. With comprehensive support in paraplanning and administration, as well as a robust training program, this position is perfect for someone looking to grow their career in financial advisory. Join a firm that values professional development and client satisfaction.

Benefits

Full Paraplanning Support

Admin Support

Training and Development Program

Qualifications

• Essential Diploma in Regulated Financial Planning required.
• Strong ability to build long-term client relationships.

Responsibilities

• Review and respond to clients' changing financial needs.
• Acquire and develop new business from clients and introducers.
• Conduct in-depth reviews of clients' financial circumstances.

Skills

Client Relationship Management

Financial Planning

Business Development

Empathy

Education

Diploma in Regulated Financial Planning

Job description

IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business.

Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Manchester area.

Duties include:

• Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
• Acquiring and developing new business from new/existing Clients and professional introducer.
• Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team.
• Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice.

The Diploma in Regulated Financial Planning is essential for the successful applicant.

You will be empathetic in nature, whilst demonstrating a capability of building long-standing client relationships.

In return you will benefit from full Paraplanning and admin support, along with a training and development program which ensures a smooth transition into the role, along with opportunities to grow further within the business.