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Chartered Financial Planner
TN United Kingdom
Wigan
On-site
GBP 40,000 - 80,000
Full time
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Job summary
An established industry player is seeking an experienced Financial Advisor to join their team in Wigan. This role focuses on providing independent financial planning services to high-net-worth clients, with a strong emphasis on pensions and investments. The ideal candidate will have a successful track record in financial advisory, ideally with a Chartered qualification or on the path to achieving one. With full paraplanning support and the opportunity to develop a robust client bank, this position offers a fantastic opportunity to maximize client relationships and drive business growth in a supportive environment.
Qualifications
- Experience in providing independent financial advice to HNW clients.
- Track record of building and maintaining profitable client relationships.
Responsibilities
- Deliver independent financial planning services focusing on pensions and investments.
- Develop and maintain a client bank while ensuring compliance with regulations.
Skills
Education
Tools
Job description
My client is a highly regarded Chartered IFA Wealth Management Practice and they are currently looking for an experienced Advisor to join their team in Wigan to support the business growth.
- Provide a fully independent holistic financial planning service to the practice's HNW clients, with a focus on pensions and investments.
- Develop your own client bank and maximize opportunities within it to build profitable relationships.
- Develop professional connections within a defined area.
- Keep your technical knowledge up to date and maintain CPD records monthly for compliance.
- Develop a robust review process for clients, ensuring service delivery aligns with the agreed fee, retainer, or service level.
- Use internal systems effectively and accurately, ensuring client details are recorded and updated.
- This is an office-based role; however, client meetings can be held at the office or at the client's home if preferred.
- Full paraplanning support is provided to maximize client-facing time.
- Ideally Chartered or progressing towards this qualification.
- Candidates should have a successful track record over time, with high business levels from fees and commissions over several years.
- A live client bank will be available, but a transferable client bank with recurring income and investable assets is preferred.
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