Chartered Financial Planner

A boutique Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. With a core of five Planners at the moment they operate in the £1m plus space and are keen to appoint a Planner who has an ability to originate business, and ideally has a client loyalty. Additionally they have a satellite office in London who will feed business into the region.

They are keen to offer equity to the right candidate and potential seniority within a five year horizon. All technical and administrative support will be provided.\\n\\nPackage\\n\\n * You will receive market leading salary (£90k- £120k) executive benefits, bonus and share options\\n\\nThe company\\n\\n * A prestigious Wealth Management firm covering the HNW/UHNW space\\n\\nRole\\n\\n * Presenting the proposition to clients and onboarding new business\\n\\n * Identification of clients in the region and actively developing these\\n\\n * Working with professional introducers, both established and in the nascent stage\\n\\n * Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis as required\\n\\n * Working with the paraplanning and administration team\\n\\n * Working with external DFMs as necessary\\n\\n * Attending client meetings as required\\n\\nThe candidate\\n\\n * Diploma Level 4 as a minimum, ideally working towards Chartered\\n\\n * Experience of working with HNW and UHNW clients\\n\\n * Developing and maintaining client relationships