Independent Financial Adviser

Are you passionate about your clients’ financial wellbeing?

Contact

MAC House

64a/65 Athol Street
Douglas
Isle of Man
IM1 1JE

Tel: 01624 639450

E-Mail: zoe.ellis@macgroup.im

Independent Financial Adviser

Independent Financial Adviser

MAC Financial Limited is the Isle of Man’s leading financial services provider for Corporate and Private clients, due to continued & exciting expansion, we are looking for a qualified financial advisor to join the team.
The role would suit a results driven, highly motivated individual, who possesses integrity, a strong work ethic and a desire to help clients plan for and protect their financial futures.

Please read the requirements below and if you think this could be you, please email
a cover letter detailing why you should be considered for the role along with your cv to Zoë Ellis.

Purpose

Reporting to Head of Corporate Client Advisory.  A qualified financial advisor, you will assess a client’s financial position, understand their needs and help them plan towards meeting their future financial goals and objectives.

You will be expected to develop new and existing client relationships whilst adhering to internal processes and compliance. Demonstrating professional communication skills, both verbal and written. Highly organised with the ability to multi-task in a fast-paced environment and manage a busy diary.

Demonstrating excellent interpersonal skills and the ability to develop relationships at all levels throughout the organization to achieve company goals and business objectives.

Key Responsibilities
  1. Onboarding and servicing of employees within company pension schemes.
  2. Providing full financial planning advice to MAC Group clients.
  3. Presentations to both corporate clients and employees.
  4. Client meeting preparation: review all required paperwork prior to meetings
  5. Maintain accurate notes and records regarding client matters
  6. Ensure efficient use of technology and internal systems.
  7. Proficiency in Microsoft Office, preferably experienced in Intelligent Office.
  8. Ensure full compliance with business and regulatory requirements
  9. Demonstrates personal integrity and professional initiatives.
  10. To identify and promote cross selling opportunities with other departments
Key Skills
  1. Strong technical knowledge
  2. Organisational ability
  3. Decision making
  4. Time management
  5. Determination
  6. Relationship management
  7. Collaborative
  8. Ethical standards
Qualifications and Experience

Essential

Level 4 Qualified

Desirable

Preferably experienced in Intelligent Office

An intention to move towards level 6 chartered status.

Application Deadline

All applications must be submitted by the 31st August 2022