Chartered Financial Planner

JR United Kingdom; Warrington; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading regional IFA firm is seeking a Senior Chartered Financial Planner to enhance their team in Manchester. This role involves onboarding new clients, managing HNW client relationships, and providing comprehensive financial advice. The ideal candidate will have a Diploma Level 4 and proven experience with affluent clients, making strategic decisions tailored to client needs.

Benefits

Competitive salary

Executive benefits

Paraplanning support

Client portfolio management

Bonus structure

Qualifications

• Experience working with HNW and UHNW clients.
• Diploma Level 4 as minimum, ideally working towards chartered.
• Strong ability in developing and maintaining client relationships.

Responsibilities

• Presenting propositions to clients and onboarding new business.
• Identifying and developing clients within the region.
• Reviewing client portfolios and providing holistic advice.

Skills

Client relationship management

Holistic financial planning

Onboarding new business

Education

Diploma Level 4

Job description

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Chartered Financial Planner, warrington, cheshire

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Client:

Ferguson Dean

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

5

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

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