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Chartered Financial Planner

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Manchester

On-site

GBP 90,000 - 120,000

Full time

30+ days ago

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An established industry player in Wealth Management seeks a senior Chartered Financial Planner to enhance their team in Manchester. This exciting role offers the opportunity to work with high-net-worth clients, providing holistic financial advice and developing client relationships. With a prestigious reputation in the HNW/UHNW space, this firm is committed to supporting your growth, offering equity and seniority potential within five years. Join a dynamic team that values client loyalty and business origination, and enjoy a competitive salary package along with executive benefits and bonuses. If you are passionate about financial planning and ready to make a significant impact, this opportunity is perfect for you.

Equity options

Executive benefits

Bonus

Minimum Diploma Level 4, ideally working towards Chartered status.
Experience with HNW and UHNW clients is essential.

Onboard new business and present propositions to clients.
Identify and develop client relationships in the region.

Client Relationship Management

Business Origination

Holistic Financial Advice

Portfolio Review

Diploma Level 4

Chartered Financial Planner (working towards)

Job Description

A boutique Financial Planning firm in Manchester is looking to appoint a senior Chartered Financial Planner to join them. With a core of five Planners at the moment, they operate in the £1m plus space and are keen to appoint a Planner who has an ability to originate business and ideally has client loyalty. Additionally, they have a satellite office in London that will feed business into the region.

They are keen to offer equity to the right candidate and potential seniority within a five-year horizon. All technical and administrative support will be provided.

Package

You will receive a market-leading salary (£90k-£120k), executive benefits, bonus, and share options.

The Company

A prestigious Wealth Management firm covering the HNW/UHNW space.

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.
Working with the paraplanning and administration team.
Working with external DFMs as necessary.
Attending client meetings as required.

The Candidate