An opportunity has arisen with the regional hub of a leading national Wealth Management firm. This three adviser firm have dedicated paraplanning and administrative support. Due to an adviser with over 500k in recurring income retiring next year they are looking for an Adviser to join them and take over 200k of this business. The portfolio presently has around 100 clients in it. The focus is on management of the portfolio but also new business, although as a mature business in the region there is regular business referred into the practice. About the Company Three adviser firm providing full paraplanning and administrative support. About the Role Manage 200k of ongoing business inherited while working within a supportive team environment. Responsibilities Oversee ongoing business management. Provide paraplanning and administrative support. Actively seek new opportunities through the client book and external development. Work in a collaborative nature to ensure that all clients are serviced and new business opportunities maximised. Working with the larger group as required. Qualifications CII Diploma and ideally working towards Chartered but not essential Pay range and compensation package Salary 60k basic with a bonus of 40% above threshold. Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices.
Oct 15, 2025
Full time
An opportunity has arisen with the regional hub of a leading national Wealth Management firm. This three adviser firm have dedicated paraplanning and administrative support. Due to an adviser with over 500k in recurring income retiring next year they are looking for an Adviser to join them and take over 200k of this business. The portfolio presently has around 100 clients in it. The focus is on management of the portfolio but also new business, although as a mature business in the region there is regular business referred into the practice. About the Company Three adviser firm providing full paraplanning and administrative support. About the Role Manage 200k of ongoing business inherited while working within a supportive team environment. Responsibilities Oversee ongoing business management. Provide paraplanning and administrative support. Actively seek new opportunities through the client book and external development. Work in a collaborative nature to ensure that all clients are serviced and new business opportunities maximised. Working with the larger group as required. Qualifications CII Diploma and ideally working towards Chartered but not essential Pay range and compensation package Salary 60k basic with a bonus of 40% above threshold. Equal Opportunity Statement We are committed to diversity and inclusivity in our hiring practices.
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
Oct 08, 2025
Full time
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