Chartered Financial Planner

Job Description

A boutique Financial Planning firm in Manchester is looking to appoint a senior Chartered Financial Planner to join them. With a core of five Planners at the moment, they operate in the £1m plus space and are keen to appoint a Planner who has the ability to originate business and ideally has client loyalty. Additionally, they have a satellite office in London that will feed business into the region. They are keen to offer equity to the right candidate and potential seniority within a five-year horizon. All technical and administrative support will be provided.

Package

• You will receive a market-leading salary (£90k - £120k), executive benefits, bonus, and share options.

The company

• A prestigious Wealth Management firm covering the HNW/UHNW space.

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.
• 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 a confidential discussion and review of opportunity and process.