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

MI Search Ltd
Posted 7 hours ago, valid for a month
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This award-winning regional IFA practice is seeking an experienced IFA to join their team in Manchester with hybrid working options.
  • The role involves taking over a long-established portfolio of high-net-worth (HNW) clients, typically with £1m invested assets.
  • Candidates must hold a level 4 diploma (CII or equivalent) and have experience managing a large portfolio of HNW clients, with Chartered status preferred.
  • The position offers a basic salary of up to £75k, along with a generous bonus and benefits scheme.
  • Additionally, the successful candidate will receive leads for new clients and local administration and paraplanning support.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.