Chartered Financial Planner — Lead HNW Portfolio & Growth

Ferguson Dean; Knutsford; On-site; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Bonus

Share options

Job summary

A leading Chartered Financial Planning firm in the UK is seeking a Planner to manage a portfolio of approximately £50m. The successful candidate will present solutions to clients, develop relationships, and provide holistic financial advice while collaborating with professional connections. A minimum of a Level 4 Diploma is required, along with experience with high-net-worth clients. The position offers a competitive salary, bonuses, and share options.

Qualifications

• Minimum Diploma Level 4, ideally working towards Chartered status.
• Experience with high-net-worth and ultra-high-net-worth clients.
• Ability to build and maintain client relationships.

Responsibilities

• Present the firm's proposition to clients and onboard new business.
• Identify and develop client relationships in the region.
• Collaborate with professional introducers to boost revenue.
• Review and advise on client portfolios as needed.
• Work alongside paraplanning and administration teams.
• Engage with external Discretionary Fund Managers when required.
• Attend client meetings and provide effective advice.

Skills

Managing high-net-worth clients

Holistic financial planning

Client relationship management

Education

Diploma Level 4

Job description

A leading Chartered Financial Planning firm in the UK is seeking a Planner to manage a portfolio of approximately £50m. The successful candidate will present solutions to clients, develop relationships, and provide holistic financial advice while collaborating with professional connections. A minimum of a Level 4 Diploma is required, along with experience with high-net-worth clients. The position offers a competitive salary, bonuses, and share options.