Financial Planner

2 weeks ago

Manchester, United Kingdom Irwin Mitchell Full time

TWP is a Financial Planning company based in Alderley Edge, Cheshire, which has recently been acquired by IM Asset Management (IMAM). They provide a wide range of financial services and financial planning to both private and corporate clients. IM Asset Management Limited part of the Irwin Mitchell Group (a leading UK law firm), delivering services to clients both from within and external to the group.

At TWP, we're all about doing the simple things really well. Whether that’s going the extra mile for a client who has a tricky financial problem to sort out, making something in the financial world that is seemingly complex simple and understandable, or just offering the warmest of welcomes to our clients and helping them achieve their dreams.

We believe wholly in lifetime financial planning and that engaging in the process can be a life-changing action for our clients. We believe we hold joint custody of the promises our clients make to themselves and that’s not something we take lightly. Consequently, we operate a team approach to client management - we're all involved in getting things right.

To do this properly we need great people with a splendid attitude; we are a people business first and financial planning business second.

**What You'll Be Doing**

We're looking for someone to join our Financial Planning team at our offices in Alderley Edge. We're looking for a Chartered or 'working towards Chartered" Financial Planner who believes in true lifetime financial planning; someone who revels in the detail of building financial plans and 'what if’ scenarios and helping clients achieve their life promises to themselves. We want someone who loves the grind, is curious and worldly-wise about the detail and has the gravitas to conduct themselves in any given client situation.

**What We're Looking For**

What do we ask in return? That you bring your whole self to work. That you care deeply about the job you do and the influence you have on someone's experience of what TWP is, what we offer and how we go about engaging with our clients. We recruit on our shared values of being a 'dog with a bone', being ferociously organised and being a brilliant communicator. We want you to be yourself, but we also want you to join a team devoted to our clients.

**What we can offer you**

**Additional Information**

As part of the Irwin Mitchell Group’s on-boarding process all successful applicants are required to complete the group’s employment screening process. This process helps to ensure that all new employees meet our standards in relation to honesty and integrity therefore protecting the interests of the Group, existing employees, clients, partners and other stakeholders.

The employment screening process will fully comply with Data Protection and other applicable laws.

Irwin Mitchell LLP is an equal opportunity employer.

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