Chartered Financial Planner

Halecroft Recruitment; Altrincham; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in financial services is seeking a Financial Planner to join their team in Cheshire. This role offers a unique opportunity to provide high-quality, tailored financial advice to High Net Worth Individuals, backed by a strong support team. You'll leverage advanced back-office technology to enhance client understanding and ensure compliance with ethical standards. If you're passionate about financial planning and eager to make a significant impact in a supportive environment, this is the perfect opportunity to elevate your career.

Benefits

Commission and bonus on performance

Comprehensive benefits package

Qualifications

• Minimum Level 4 Diploma in Financial Planning required.
• Exceptional interpersonal skills to build trust with clients.

Responsibilities

• Deliver tailored financial advice to High Net Worth Individuals.
• Maintain client relationships and manage investment portfolios.

Skills

Interpersonal Skills

Financial Planning Strategies

Investment Management

Communication Skills

Client Relationship Management

Education

Level 4 Diploma in Financial Planning

Chartered Level 6 Qualification

Job description

2 weeks ago Be among the first 25 applicants

Direct message the job poster from Halecroft Recruitment

Associate Director @ Halecroft Recruitment | People Solutions & Talent Delivery

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Consulting, and Legal

• Industries

  Financial Services and Professional Services

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