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- Tasks: Manage a £50m portfolio and provide holistic financial advice to clients.
- Company: Leading Chartered Financial Planning firm in Cheshire with a strong reputation.
- Benefits: Competitive salary, bonus, share options, and support from a paraplanning team.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Diploma Level 4 minimum; experience with HNW and UHNW clients preferred.
- Other info: Opportunity for career growth and development in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading Chartered Financial Planning firm in Cheshire are looking for a Planner to join them. Due to a Senior Adviser retiring, they are wanting to appoint an individual to take over a portfolio of c. £50m.
The successful individual will also have worked on more technical clients, such as VCT, EIS and IHT planning and have been exposed to larger portfolios. As well as managing the book, you will be working with professional connections the firm have to grow the revenues for the firm. In addition to salary and bonus, you will receive share options.
Package: You will receive competitive salary, paraplanning, client portfolio, bonus and share options.
The company: A leading regional Chartered IFA practice.
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.
Chartered Financial Planner in Knutsford employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chartered Financial Planner in Knutsford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like the one you're eyeing. A personal introduction can make all the difference.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Since you'll be dealing with VCT, EIS, and IHT planning, make sure you can discuss these topics confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t just wait for job postings; be proactive! Reach out directly to firms you admire, like the leading Chartered Financial Planning firm in Cheshire. Express your interest and see if they have any upcoming opportunities.
✨Tip Number 4
Utilise our website to apply! We’ve got loads of resources to help you land that dream role. Plus, applying through us means you’ll be in the loop for exclusive opportunities tailored to your skills.
We think you need these skills to ace Chartered Financial Planner in Knutsford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your work with technical clients and any relevant qualifications, like your Diploma Level 4 or progress towards Chartered status.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've managed large portfolios and developed client relationships, especially with HNW and UHNW clients.
Showcase Your Technical Knowledge: Since the role involves VCT, EIS, and IHT planning, make sure to mention any experience you have in these areas. We want to see that you can handle the technical aspects of the job with confidence.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Ferguson Dean
✨Know Your Numbers
Make sure you’re familiar with the financial metrics and figures relevant to the role. Brush up on your knowledge of VCT, EIS, and IHT planning, as these are crucial for the position. Being able to discuss these topics confidently will show that you’re prepared and knowledgeable.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in the past. Highlight your ability to build and maintain relationships, as this is key for the role. Think about specific instances where you’ve added value to a client’s portfolio.
✨Understand the Firm's Proposition
Research the firm thoroughly before your interview. Understand their unique selling points and how they differentiate themselves in the market. This will help you tailor your responses and demonstrate your genuine interest in joining their team.
✨Prepare Questions for Them
Have a list of insightful questions ready to ask during the interview. This could include inquiries about their approach to client onboarding or how they collaborate with professional introducers. Asking thoughtful questions shows that you’re engaged and serious about the opportunity.