Chartered Financial Planner

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

Job summary

An established industry player is seeking a Financial Planner to join their dynamic team in Cheshire. This role offers an exceptional opportunity to deliver bespoke financial advice to High Net Worth Individuals, backed by a robust support team. You'll leverage advanced technology to enhance client understanding and ensure compliance within a strict ethical framework. With a unique proposition and access to leading fund management, this position promises a rewarding career path for those looking to make a significant impact in financial planning. If you're ready to elevate your career and provide top-tier service, this could be the perfect fit for you.

Benefits

Commission and bonus based on performance

Comprehensive benefits package

Qualifications

• Minimum Level 4 Diploma in Financial Planning or above.
• Experience with High Net Worth Individuals in financial services.

Responsibilities

• Build and maintain client relationships with tailored financial advice.
• Deliver investment management services and ensure compliance.

Skills

Interpersonal Skills

Financial Planning

Investment Management

Pension Advice

Inheritance Tax Planning

Mortgage Advice

Communication Skills

Education

Level 4 Diploma

Chartered Level 6

Job description

Job Description

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 partnerships with leading 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.