Financial Adviser

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

Job summary

A regional financial planning firm in Manchester is seeking a Senior Chartered Financial Planner to join their team. This role involves presenting financial propositions to clients, developing new business in the region, and reviewing client portfolios. The ideal candidate will have a Diploma Level 4 and experience with high net worth clients, aiming to provide holistic advisory services. Attractive salary and benefits are included.

Benefits

Competitive salary

Executive benefits

Bonus structure

Qualifications

• Minimum Diploma Level 4 qualification, ideally working towards Chartered.
• Experience with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.
• Proven ability in developing and maintaining client relationships.

Responsibilities

• Present the firm's proposition and onboard new business.
• Identify and develop client opportunities in the region.
• Review and provide advice on client portfolios as needed.

Skills

Client relationship management

Holistic financial planning

Business development

Education

Diploma Level 4

Working towards Chartered

Job description

Overview

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