Financial Planner

CFP JOBS; Chester; On-site; GBP 72,000 - 88,000; Full time

Benefits offered by this job

Private healthcare

Income protection

Life assurance

Job summary

CFP JOBS in Chester to Liverpool region is seeking a Financial Planner to manage a portfolio of high net worth clients, delivering holistic financial planning and investment advice both in person and via video calls. The role emphasises building deep client relationships, achieving annual business targets and sustainable revenue growth.

You'll operate within a national award-winning wealth management company, with strong client-centric values, extensive benefits, and opportunities to advance

Qualifications

• Diploma or Level 4 qualified and working towards Chartered status.
• Experience with high net worth (HNW) clients providing holistic advice.
• Proven ability to develop relationships and generate incremental business.

Responsibilities

• Cultivate and maintain ongoing client relationships and keep them informed.
• Plan, implement and execute the annual Business Plan to meet targets.
• Acquire new clients and grow initial revenues and cumulative AUM.
• Deliver holistic total investment solutions via face-to-face meetings and video calls.

Skills

Client relationships

New business acumen

Interpersonal skills

Self-motivated

Time management

Commercial thinking

Education

Diploma or Level 4 qualified

Chartered status (in progress)

Job description

Financial Planner

Location: Chester to Liverpool

Up to £80,000 basic salary (depending on experience), plus bonus, £6600 car allowance, and extensive benefits including:

• Private healthcare


• income protection


• life assurance

HNW client bank of over 120 households for you to pick up and work with? These will be HNW clients in need of holistic advice and who love the advice of this company.

You will be joining a national award winning, wealth management company who is one of the largest and most established financial planning and investment companies in the UK. The client approach feels personal, with face-to-face (and video) Wealth Management Advice. If you enjoy creating and nurturing deep and sustained client relationships, then this is the role for you.

This is a Financial Planning company that truly has the clients at the centre of everything they do and are well respected and well known. Employees are offered a wide range of inclusive benefits that provide them with a healthy balance in all aspects of their lives. They invest in their people, and this is a company in which you will thrive!

Financial Planner- Does this describe you?

Enjoys cultivating and maintaining ongoing relationships with clients by tracking their successes, and keeping them informed about any changes that may affect their finances

Thrives in planning, implementing and executing the annual Business Plan in line with your agreed individual targets, acquiring new clients, growing initial revenues and cumulative AUM

Customer focused, with analytical thinking and highly developed interpersonal skills

Self-motivated, efficient, thorough and forward thinking

Professional, proactive, and a positive attitude with an ability to multi-task

Self-organised and able to prioritise workload to meet agreed deadlines

Currently providing Financial Advice to your clients and be qualified to either Diploma or Chartered level

Financial Planner requirements:

Diploma, or equivalent Level 4 qualified, and having or working towards Chartered status

Someone who enjoys working with high net worth (HNW) clients providing holistic advice

An excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients

A commercial thinker with strong new business acumen

A highly motivated and well organised self-starter and a strong team player

Delivering holistic total investment solutions, via both face-to-face meetings and video calls

This a very professional and successful company, where their people feel valued and respected. In your role, your clients' needs come first and for this company your personal needs really matter too. This a really marvellous opportunity in a growing and already very successful company.