Chartered Financial Planner — Grow New Assets & HNW Clients

Bayford Hale Limited

Liverpool

On-site

GBP 65,000 - 95,000

Full time

11 hours ago

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Job summary

Bayford Hale Limited, a UK wealth management business, is seeking an ambitious Chartered Financial Planner to grow its presence across Chester, Wirral and South West Liverpool. You will inherit a small portfolio but focus on generating new business and building assets under management.

You'll have the freedom to develop your network with high-net-worth individuals, families and professional introducers, while benefiting from the firm's infrastructure and support to scale a substantial client

Qualifications

Holds Chartered Financial Planner status.
Proven track record of generating new business and attracting client assets.
Commercially minded and proactive in developing relationships.
Experience advising high-net-worth individuals and families.
Established professional network across the local market.
Willing to build and develop own client portfolio.

Responsibilities

Proactively generating new business and attracting new client assets.
Developing relationships with HNW individuals, families and business owners.
Building and maintaining a strong network of professional introducers, including accountants and solicitors.
Managing and developing a small portfolio of inherited clients.
Providing holistic financial planning and wealth management advice.
Identifying opportunities to grow assets under management through existing and new client relationships.
Developing the firm's presence across Chester, Wirral and South West Liverpool.