Chartered Financial Planner
Chartered Financial Planner

Chartered Financial Planner

Warrington Full-Time No home office possible
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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
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Contact Detail:

Ferguson Dean Recruiting Team

Chartered Financial Planner
Ferguson Dean
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