We are currently recruiting for an experienced Financial Advisor to join the IM Asset Management team based in our Manchester or Leeds office.
Working as a Financial Advisor, your role will be to lead on building and maintaining excellent relationships with external business partners predominantly based in the midlands area ensuring all clients receive an annual review.
Using your experience, you’ll provide specialist financial planning and advice to a range of clients sourced both from your own referral network as well as Group connections and existing clients. You’ll have a strong understanding of the work that Irwin Mitchell is famous for, and also a deep commitment to our values. Given the nature of this client profile, you must have exceptional interpersonal skills, ensuring you build trust and confidence with all clients. You’ll use your use your specialist knowledge of Financial Planning to provide a range of highly personalised services to meet a wide range of evolving needs coupled with on-going exceptional levels of care and support.
You’ll be able to demonstrate an analytical approach and have strong attention to details. Comprehensive Wealth Management experience and knowledge with a focus on efficient income management, together with tax and inheritance planning allied to an investment strategy will be an integral part of the overall client relationship management service. Ad hoc financial planning reviews to identify any needs for Group clients are likely to form a significant element of this role some of which may lead to further planning opportunities.
If you are interested in helping make a difference, are motivated and enjoy building strong relationships, we would love to hear from you.
In addition to your basic salary we have a competitive benefits package including pension, critical illness cover, health cash plan, death in service, discounted legal services, 25 days hols (this increases with length of service), discounted online shopping, discounted gym memberships and season ticket loans.
As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, existing employees, clients, partners and other stakeholders.
The background checks made will establish your eligibility to work in the UK, and criminal record check and financial checks with a credit reference agency will also be undertaken.
The employment screening process will fully comply with Data Protection and other applicable laws.
Irwin Mitchell LLP is an equal opportunity employer.