Chartered Financial Planner

5 months ago


Manchester, United Kingdom Ferguson Dean Full time

A boutique Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. With a core of five Planners at the moment they operate in the £1m plus space and are keen to appoint a Planner who has an ability to originate business, and ideally has a client loyalty. Additionally they have a satellite office in London who will feed business into the region. They are keen to offer equity to the right candidate and potential seniority within a five year horizon. All technical and administrative support will be provided.


Package


  • You will receive market leading salary (£90k- £120k) executive benefits, bonus and share options


The company


  • A prestigious Wealth Management firm covering the HNW/UHNW space


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


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