Financial Planner Client Book Location – North-West (Cheshire) Base negotiable circa £85,000 plus bonus, on target £120,000 - £140,000 Hybrid / Remote Comprehensive benefits An established, award winning, highly reputable, and successful Chartered Wealth Management firm based in the North-West are currently recruiting a Senior Financial Planner to join its highly successful and friendly team. Financial Planner - Job purpose The firm currently has the capacity to recruit an experienced Senior Financial Planner to advise a client bank of up to £50m of assets of high-net-worth individuals. The current client bank consists of long standing and loyal clients of the company due to the retirement of a senior financial planner. If you have transferable clients, this is of course advantageous. As a senior employee you will be expected to take a proactive and responsible approach to prospecting and contacting potential clients in accordance with the company business plan. You must have strong communication skills and be adept at helping clients understand the complex solutions that they will benefit them. It is expected that you will continue to develop and forge strong relationships with their clients and maintain them to a high standard over time. This must ...
Financial Planner employer: Rayment Recruitment Careers
Join a highly regarded accountancy practice in Bury St Edmunds, where you will thrive in a friendly and supportive environment that values employee growth and development. With a diverse client portfolio and opportunities to supervise junior team members, this role offers not just a competitive salary of £40,000 per annum, but also a chance to build strong professional relationships and advance your career in a well-established firm.
Contact Details:
Rayment Recruitment Careers Recruitment Team
