Financial Planner

Ferguson Dean; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

Join a leading financial planning firm in Manchester as a Financial Planner. This role involves managing long-term relationships with business owners and HNW individuals, offering holistic financial planning, and collaborating closely with an accountancy partner. A competitive salary and benefits with uncapped OTE await the right candidate.

Qualifications

• Experience with business owners and HNW individuals.
• Ability to provide holistic planning.

Responsibilities

• Attend meetings with partners to discuss financial planning strategies.
• Provide holistic planning to clients across Cheshire.
• Conduct joint presentations with accountancy staff.

Skills

Entrepreneurial outlook

Relationship management

Cashflow modelling

Lifestyle planning

Job description

An opportunity has arisen for a Financial Planner to join a practice in Manchester The firm have signed up to a joint venture with a regional accountancy practice and are looking for an Adviser to be based out of the offices to manage the relationships. They are looking for someone with an entrepreneurial outlook who can work with business owners and HNW individuals, which will see you exposed to CGT, IHT planning, SIPP work and business relief.

The firm

A leading financial planning firm in Manchester with a joint venture agreement

The role

Providing holistic planning to clients across Cheshire

Attending meetings with the partners of the accountancy practice to discuss financial planning strategies and how they would apply to their clients.

Use of cashflow modelling and lifestyle planning as required.

Joint presentations and workshops with accountancy staff

Other tasks etc as required

In return you will receive competitive salary, benefits and uncapped OTE.