Financial Planner Jobs

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