Financial Planning Expert

14 hours ago


Crewe, Cheshire East, United Kingdom CV Library Full time

We are delighted to be representing one of the fastest growing Financial Planning businesses in the UK, backed by private equity for further expansion and acquisition.

The business provides a truly holistic service across financial planning, wealth management, investment management, and professional services.

This advisory role is located out of their offices in Cheshire, servicing existing clients as well as building on new client activity.

Job Description

In this role, you will have a minimum of 200+ clients/households to inherit from a recent acquisition.

Ideally, you will have a good many years of Financial Planning experience (CAS, FCA registered) with an exemplary, competent track record, predominately on pension & investment advice to private clients.

Key Responsibilities
  • Provide comprehensive financial planning and wealth management services to clients
  • Develop and maintain relationships with existing clients
  • Bid for and win new client business
Requirements
  • Minimum 5 years of Financial Planning experience (CAS, FCA registered)
  • Exemplary, competent track record, predominately on pension & investment advice to private clients
Benefits

This opportunity offers an excellent basic salary of £80,000 per annum with high earning potential, bonuses, and support for ongoing development and training.

You will be free to run your own diary during the week, with home/office working fully supported.

This advisory role has traditionally paid a high basic salary, making it an attractive position with 6 figure+ potential based on the client bank being offered.



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