Chartered Financial Planner

A regional Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. The firm are a major success story in the region and with their own Employee Benefits team are able to provide holistic and corporate planning. They have a partner who is retiring and as such need an experienced Adviser to take on this portfolio. Clients are broadly in the £500k to £10m space.

Package

• You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus.

The company

• A leading regional IFA firm

Role

• Presenting the proposition to clients and onboarding new business
• Identification of clients in the region and actively developing these
• Working with professional introducers, both established and in the nascent stage
• Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis as required
• Working with the paraplanning and administration team
• Working with external DFMs as necessary
• Attending client meetings as required

The candidate

• Diploma Level 4 as a minimum, ideally working towards Chartered
• Experience of working with HNW and UHNW clients
• Developing and maintaining client relationships

Next steps

• Contact via email below for confidential discussion and review of opportunity and process