IFA - Manchester (hybrid) - established portfolio of HNW clients Manchester

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IFA - Manchester (hybrid) - established portfolio of HNW clients

MI Search Ltd

Ended

IFA - Manchester (hybrid) - established portfolio of HNW clients

3 March by MI Search Ltd

£65,000 - £75,000 per annum
Manchester, Lancashire
Permanent, full-time
Skills:
IFA, Wealth Planner
+ 5 more

This job has expired and is no longer available.

This award winning regional IFA practice is currently seeking an experienced IFA to join their team in Manchester (hybrid working).

In this role you will take over a long established portfolio of HNW clients and benefit from a long handover from an existing adviser. Clients are HNW and typically have £1m invested assets.

In this role you will also benefit from leads for new clients and also have local administration and paraplanning support.

You must be an experienced financial adviser holding level 4 diploma status (CII or equivalent) and hold or be working towards Chartered status, and have experience managing a large portfolio of HNW clients.

This role offers a basic salary to £75k and a generous bonus and benefits scheme.

Skills

IFA
Independent Financial Adviser
Financial Planner
Financial Adviser
Chartered Financial Planner
Chartered Financial Adviser
Wealth Planner

Reference: 54571823

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