At a Glance
- Tasks: Cultivate relationships with high net worth clients and provide holistic financial advice.
- Company: Join a national award-winning wealth management company with a personal client approach.
- Benefits: Up to £80,000 salary, bonuses, car allowance, private healthcare, and more.
- Other info: Dynamic workplace that values employees and offers excellent career growth opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: Diploma or equivalent Level 4 qualified, with experience in financial planning.
The predicted salary is between 72000 - 88000 £ per year.
Location: Chester to Liverpool
Up to £80,000 basic salary (depending on experience), plus bonus, £6600 car allowance, and extensive benefits including:
- Private healthcare
- Income protection
- Life assurance
HNW client bank of over 120 households for you to pick up and work with. These will be HNW clients in need of holistic advice and who appreciate the advice of this company.
You will be joining a national award-winning wealth management company, one of the largest and most established financial planning and investment companies in the UK. The client approach feels personal, with face-to-face (and video) Wealth Management Advice. If you enjoy creating and nurturing deep and sustained client relationships, then this is the role for you.
This is a Financial Planning company that truly has the clients at the centre of everything they do and is well respected and well known. Employees are offered a wide range of inclusive benefits that provide them with a healthy balance in all aspects of their lives. They invest in their people, and this is a company in which you will thrive!
Financial Planner - Does this describe you?
- Enjoys cultivating and maintaining ongoing relationships with clients by tracking their successes and keeping them informed about any changes that may affect their finances
- Thrives in planning, implementing and executing the annual Business Plan in line with your agreed individual targets, acquiring new clients, growing initial revenues and cumulative AUM
- Customer focused, with analytical thinking and highly developed interpersonal skills
- Self-motivated, efficient, thorough and forward-thinking
- Professional, proactive, and a positive attitude with an ability to multi-task
- Self-organised and able to prioritise workload to meet agreed deadlines
- Currently providing Financial Advice to your clients and be qualified to either Diploma or Chartered level
Financial Planner requirements:
- Diploma, or equivalent Level 4 qualified, and having or working towards Chartered status
- Someone who enjoys working with high net worth (HNW) clients providing holistic advice
- An excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients
- A commercial thinker with strong new business acumen
- A highly motivated and well-organised self-starter and a strong team player
- Delivering holistic total investment solutions, via both face-to-face meetings and video calls
This is a very professional and successful company, where their people feel valued and respected. In your role, your clients' needs come first and for this company your personal needs really matter too. This is a marvellous opportunity in a growing and already very successful company.
Financial Planner in Chester employer: CFP JOBS
As a Senior Financial Adviser with us in Norfolk, you will thrive in a supportive and dynamic work culture that prioritises your professional growth and success. Enjoy a competitive salary package, flexible benefits, and the opportunity to earn a six-figure income while working from home and focusing on delivering exceptional financial advice to a professional client base. Our commitment to your development is evident through comprehensive training and resources, ensuring you have everything you need to excel in your role.
