Chartered Financial Planner

Ferguson Dean; Manchester; On-site; GBP 50,000 - 100,000; Full time

Job summary

An established regional financial planning firm in Manchester is seeking a senior Chartered Financial Planner to manage an existing portfolio. This role involves presenting tailored propositions to clients, developing new business, and collaborating with a dedicated team to provide holistic financial advice. The firm prides itself on its success and offers a supportive environment with executive benefits and paraplanning assistance. If you are an experienced adviser with a passion for client relationships, this opportunity is a perfect fit for you.

Benefits

Executive Benefits

Paraplanning Support

Client Portfolio Management

Bonus Structure

Qualifications

• Minimum Diploma Level 4 required, ideally pursuing Chartered status.
• Experience with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

Responsibilities

• Presenting propositions to clients and onboarding new business.
• Reviewing client portfolios and providing holistic advice.
• Collaborating with professional introducers for client development.

Skills

Client Relationship Management

Financial Planning

Portfolio Management

Holistic Advice

Education

Diploma Level 4

Chartered Status (in progress)

Job description

4 days ago Be among the first 25 applicants

This range is provided by Ferguson Dean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Ferguson Dean

A regional Financial Planning firm in Manchester is looking to appoint a senior Chartered Financial Planner to join their team. The firm is a major success story in the region and, with their own Employee Benefits team, they provide holistic and corporate planning. They are seeking an experienced Adviser to take over an existing portfolio due to a partner's retirement. Clients typically have portfolios in the £500k to £10m range.

Package

• Competitive salary, executive benefits, paraplanning support, client portfolio management, and bonus.

The company

• A leading regional IFA firm.

Role responsibilities

• Presenting propositions to clients and onboarding new business.
• Identifying and actively developing regional clients.
• Collaborating with professional introducers, both established and new.
• Reviewing client portfolios and providing holistic, lifestyle-based advice as needed.
• Working with paraplanning and administrative teams.
• Engaging with external DFMs as necessary.
• Attending client meetings as required.

Candidate requirements

• Diploma Level 4 as a minimum, ideally working towards Chartered status.
• Experience working with HNW and UHNW clients.
• Proven ability to develop and maintain client relationships.

Next steps

• Contact via email below for a confidential discussion and review of the opportunity and process.

Additional information

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Finance and Sales