Chartered Financial Planner

Ferguson Dean; Knutsford; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Bonus

Share options

Job summary

A leading Chartered Financial Planning firm in the UK is seeking a Planner to manage a portfolio of approximately £50m. The successful candidate will present solutions to clients, develop relationships, and provide holistic financial advice while collaborating with professional connections. A minimum of a Level 4 Diploma is required, along with experience with high-net-worth clients. The position offers a competitive salary, bonuses, and share options.

Qualifications

• Minimum Diploma Level 4, ideally working towards Chartered status.
• Experience with high-net-worth and ultra-high-net-worth clients.
• Ability to build and maintain client relationships.

Responsibilities

• Present the firm's proposition to clients and onboard new business.
• Identify and develop client relationships in the region.
• Collaborate with professional introducers to boost revenue.
• Review and advise on client portfolios as needed.
• Work alongside paraplanning and administration teams.
• Engage with external Discretionary Fund Managers when required.
• Attend client meetings and provide effective advice.

Skills

Managing high-net-worth clients

Holistic financial planning

Client relationship management

Education

Diploma Level 4

Job description

A leading Chartered Financial Planning firm in Cheshire are looking for a Planner to join them. Due to a Senior Adviser retiring, they are wanting to appoint an individual to take over a portfolio of c. £50m The successful individual will also have worked on more technical clients, such as VCT, EIS and IHT planning and have been exposed to larger portfolio. As well as managing the book you will be working with professional connections the firm have to grow the revenues for the firm. In addition to salary and bonus you will receive share options.

Package

• You will receive competitive salary , paraplanning, client portfolio, bonus and share options.

The company

• A leading regional Chartered IFA practice.

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