Chartered Financial Planner

JR United Kingdom; Altrincham; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in the financial services sector is seeking a Financial Planner to join their team in Cheshire. This role offers a unique opportunity to provide tailored advice to High Net Worth Individuals, supported by a dedicated back-office team. The successful candidate will leverage advanced technology to enhance client understanding and ensure compliance with ethical standards. With a competitive package and a commitment to professional development, this position is ideal for those looking to advance their career in a supportive and innovative environment.

Benefits

Commission and bonus on performance

Fully comprehensive company benefits package

Qualifications

• Experience with Level 4 Diploma minimum or above, ideally fully chartered.
• History of providing Independent Financial Advice to HNW individuals.

Responsibilities

• Build and maintain client relationships with High Net Worth Individuals.
• Deliver high-quality tailored financial advice and investment management services.

Skills

Interpersonal Skills

Financial Planning

Investment Management

Communication Skills

Technical Knowledge

Education

Level 4 Diploma

Chartered Level 6

Job description

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Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire…

This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Worth Individuals with full back-office support of paraplanners, compliance, and administrators.

Based in the Hale office, the successful candidate will have an outstanding ability to deliver financial advice and associated investment management services to clients, offering investments advice, pension advice, inheritance tax planning, mortgages and protection. Using leading back-office technology that is continually developed to support advice, enabling clients to have a better understanding of their affairs. Additionally, ensuring all advice is provided within a strict ethical and compliance framework whilst putting clients at the heart of the business.

Offering a unique proposition with access to world class leading fund management at institutional discounted prices, giving their proposition a true competitive advantage. Independent, privately owned and well capitalised with national partnerships with leading national brands.

Requirements:

• Relevant experience required with Level 4 Diploma minimum or above (Ideally fully chartered Level 6)
• Exceptional interpersonal skills to build trust and confidence with clients
• Ability to understand and communicate advice practices and processes clearly and effectively
• Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions
• History of providing Independent Financial Advice with HNW individuals
• Track record in retaining and growing portfolios of business within Financial Services

Package:

• Attractive salary - negotiable depending on experience
• Commission and bonus paid on performance against portfolio objectives
• Fully comprehensive company benefits package

Halecroft Recruitment offer a professional yet personable approach to ensure candidates and clients have a positive and trusting experience. If this role is something that aligns with your skills and experience and you would be keen to make the next step in your career, please apply now.