Financial Planner

3 days ago


Manchester, United Kingdom Taylor James Professional Recruitment LTD Full time

Our client, a Manchester based firm of financial planners who as a result of continued business growth are looking to add to their financial planning team.

We are looking to speak with enthusiastic and forward-thinking financial planners who will offer totally independent & professional advice to HNW/ UHNW clientele.

Role overview:

- Deliver high quality, bespoke advice to HNW individuals & provide profitable, well researched recommendations
- Manage an existing client base
- Utilise leads in order to extend the existing client base & develop effective relationships
- Attend industry seminars to ensure service given is up to date and relevant (set up and funded by the firm)
- Full administrative & paraplanning support is provided

The Person:

- C 2 years+ financial planning experience (**essential**)
- Diploma qualified (**essential**)
- Chartered status or studying towards (desirable)
- Experience in servicing HNW/ UHNW clients

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

**Job Types**: Full-time, Permanent

**Salary**: £40,000.00-£120,000.00 per year

Additional pay:

- Bonus scheme
- Commission pay

**Benefits**:

- Flexitime
- Work from home

Schedule:

- Monday to Friday

Reference ID: M1608A


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