Financial Adviser : Servicing Existing Clients

Employed Adviser/IFA : Servicing Existing Clients : Cheshire : to c£50k basic + bonus + benefits

Your new company
Very well established accountancy practice has a rare new opportunity within their financial planning arm for an experienced adviser.  Very friendly, relatively relaxed working environment, not high pressure sales.

Your new role
Providing financial planning advice to an existing portfolio of long established clients of the practice, the role is focused on client reviews ensuring good quality advice to given tailored to clients' needs and maintaining strong client relationships.  There is no requirement to bring clients and no new business targets.  Client appointments are mainly during the day, no weekends. Administration support provided.

What you'll need to succeed
Essential to be minimum Level 4 qualified, have good technical knowledge of financial planning including pensions, investments, protection, strong client relationship skills, strong presentation skills, excellent communication skills, a highly professional approach.

What you'll get in return
Employed role offering a very competitive remuneration package.  This is an excellent opportunity to join a very good employer in a role which will utilise your advisory skills and technical knowledge without the pressures of sales targets and new business targets.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Job type:
Banking & Financial Services
Financial Services
to c£50k basic + bonus + benefits
Apply Now

Talk to a consultant

Talk to Linda Leon, the specialist consultant managing this position, located in Manchester

City Tower, Piccadilly Plaza, Manchester, M1 4BT

Telephone: 0161 236 2622
For 50 years we've used our expertise to help people transform their careers.

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