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