Senior Financial Planner

6 months ago


Manchester, United Kingdom Daintree Wealth Management Full time

**Senior Financial Planner**

We are looking for an experienced Financial Planner to join our growing Wealth Management team, based in Central Manchester.

A fantastic opportunity to join a dynamic team, in an exciting growth period for the business.

Daintree Wealth Management is an environment where our collective mission is to improve financial outcomes for private individuals and institutions.

**What we’re looking for**:
**Experience & Qualifications**
- 10 years+ successful experience in the role of being a financial planner/advisor.
- Experience dealing with high net worth individuals (business owners, those who have sold businesses and partners of the Big 4 accountancy firms).
- Chartered Qualified (Level 6 minimum).
- Proven track record of providing high levels of service and advice.
- Transferrable client bank preferred, but not essential, as there is a client bank waiting.

**Values**
- Long Term thinker.
- Pioneering.
- Positive community member.
- Client obsessed.

**On Offer**
- An established client bank.
- A lead source.
- Competitive salary, up to £80k initial income.
- Uncapped bonus structure. No validation before bonus earned.
- Hybrid/flexible working.
- Paraplanning/administrative support.
- Matched employer pension contributions to 5%, on total remuneration.
- 25 days holiday plus Bank holidays.
- Extra day off for birthday.
- Medical cash plan.
- Monthly Gym membership contribution.
- Quarterly team events.

**Salary**: £60,000.00-£80,000.00 per year

**Benefits**:

- Company pension
- Employee discount
- Gym membership
- Life insurance
- Private medical insurance
- Referral programme

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay
- Yearly bonus

**Experience**:

- Financial planning: 10 years (required)

Licence/Certification:

- minimum Level 6 qualification in Financial Planning (required)

Ability to Commute:

- Manchester (preferred)

Work Location: In person



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