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independent financial advisor

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Sale, North West
Job type:
Date Posted:
20 June 2019
reference number:

Independent Financial Advisor - Sale

Up to £35K - £65K Depending on experience Working hours are flexible (35hrs)

Are you working towards or do you have a Chartered Financial Planning qualification? Are you interested in working towards running your own practice? Have you got a minimum of 4 years experience in the industry?

My client is a rapidly growing Pensions Advice Specialist that provides a client focused advice service for those looking to transfer their UK defined benefit pension schemes. They're looking for an Independent Financial Advisor that is looking to take their next step in their career. This company is offering competitive growth opportunities to eventually open and run your own practice.

You will be reporting to the Head of Pension Transfer Advice and working in a fast-paced environment both face to face and in the office based in South Manchester. The ideal candidate will be motivated and driven to grow the business both B2B and B2C.


* Great progression opportunities
* Laptop
* Mobile
* Free parking on site
* Private Medical Insurance


* Growing the business B2B and B2C
* Attending client meetings
* In-depth reviews of clients' financial circumstances
* Analyse information and prepare tailored financial plans
* Communicate with other professionals, such as estate agents and solicitors
* Keeping up to date with financial products and legislations
* Meet all regulatory aspects of the role

Skills Required:

* Working towards OR have Chartered Financial Planning qualification
* Great communication skills
* Ability to develop and grow the business by bringing on new clients
* Self motivation and organisation is essential in this role
* Flexible approach to work

If you are an experienced Independent Financial Advisor looking to work for a company that offers genuine development opportunities, then please apply today!

Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.