Chartered Financial Planner

JR United Kingdom; Manchester; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established regional financial planning firm seeks a senior Chartered Financial Planner to manage a diverse client portfolio. This dynamic role involves onboarding new clients, developing existing relationships, and providing tailored financial advice. With a strong emphasis on holistic planning, the successful candidate will work closely with an experienced team and external partners to deliver exceptional service. This is an exciting opportunity to join a leading firm that values professional growth and client success in the financial sector.

Benefits

Competitive Salary

Executive Benefits

Paraplanning Support

Client Portfolio Management

Bonus Opportunities

Qualifications

• Minimum Diploma Level 4, ideally working towards 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 lifestyle planning advice.

Skills

Client Relationship Management

Financial Planning

Holistic Advice

Portfolio Management

Education

Diploma Level 4

Chartered Financial Planner (working towards)

Job description

Social network you want to login/join with:

A regional Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. The firm are a major success story in the region and with their own Employee Benefits team are able to provide holistic and corporate planning. They have a partner who is retiring and as such need an experienced Adviser to take on this portfolio. Clients are broadly in the £500k to £10m space.

Package

• You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus.

The company

• A leading regional IFA firm

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