Financial Planner
5 days ago
A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them.
Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need and complexity of work. There is a portfolio of c. £20m to takeover. The Financial Planner will also be responsible for sourcing new clients, be that from existing referrals or business development. There is also a professional practice the firm have a relationship with who do not have an internal Financial Planner, and as such there is business to be worked on.
The firm:
A leading regional practice with the MD and Senior Adviser looking for a Financial Planner to take over a portfolio of c.£20m.
Role will include:
- Portfolio reviews with existing clients, working with an existing Financial Planner.
- Working with the retiring adviser on their client portfolio.
- Using cash flow modelling and lifestyle financial planning as required.
- Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
- Maintaining up to date and compliant client files in conjunction with the technical team.
- Keeping up to date CPD
- Actively seeking out new client opportunities as required
- In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.
-
Financial Planner
1 week ago
Manchester, United Kingdom Ferguson Dean Full timeJob Description A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is...
-
Financial Planner
2 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need...
-
Financial Planner
2 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need...
-
Financial Planner
3 days ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need...
-
Financial Planner Opportunity
1 day ago
Manchester, United Kingdom Quilter Financial Planning Full timeJob Title:A Financial Adviser Opportunity AwaitsAbout the Role:We seek ambitious individuals with a Level 4 qualification to embark on a fulfilling career as self-employed financial advisers.Career Benefits:Flexibility for work-life balance and family commitmentsExcellent financial rewards with opportunities for advancementPersonal satisfaction and...
-
Financial Planner
4 months ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
-
Financial Planner
5 days ago
Manchester, United Kingdom Ferguson Dean Full timeJob Description A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is...
-
Financial Planner
4 months ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
-
Financial Planner
4 months ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
-
Financial Planner
4 months ago
Manchester, UK, Greater Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
-
Financial Planner
6 months ago
Manchester, United Kingdom The Oakfield Group Full time**Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...
-
Financial Planner
6 months ago
Manchester, United Kingdom Taylor James Professional Recruitment LTD Full timeOur 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,...
-
Wealth Planner
7 months ago
Manchester, United Kingdom James Phillip Financial Recruitment Full timeJames Phillip Financial Recruitment are working with a national Wealth & Asset management company. Internationally backed. Working within the Wealth Planning team providing high level financial planning advice to HNW clients while also supporting the Client Directors with technical support. While heavily pensions dominated this area of the business...
-
Financial Planner
6 months ago
Manchester, United Kingdom Exchange Street Full time**Job Type**: Perm Town/City: Manchester County: Lancashire Salary/Rate: To £55,000 + bonus + benefits Sector: Financial Services Discipline: Financial Planner Job ref: 540780 **Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've joined.** And it's very common amongst planners towards the start of their career....
-
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...
-
Senior Financial Planner
5 days ago
Manchester, United Kingdom Agility Resoucing Full timeJob Title: Senior Financial PlannerCompany OverviewWe are Agility Resourcing, a global company seeking an experienced Senior Financial Planner to join our team.SalaryThe estimated annual salary for this position is £60,000 - £80,000 depending on experience.Job DescriptionThis role involves working as a trusted business partner, accountable for delivering...
-
Financial Planner Assistant
4 days ago
Manchester, United Kingdom NJR Recruitment Full time £30,000About NJR RecruitmentWe are a boutique firm of Chartered Financial Planners based in the heart of Manchester, providing expert financial guidance to individuals and businesses. Our team is passionate about delivering exceptional client service and achieving outstanding results.
-
Technical Financial Planner Assistant
2 weeks ago
Manchester, United Kingdom Medlock Partners Ltd Full timeAbout Medlock Partners LtdMedlock Partners Ltd is a leading firm of Independent Financial Planners committed to delivering high-quality financial advice to clients. In light of recent promotions and continued growth, we seek an ambitious Technical Financial Planner Assistant to join our team.Job SummaryProviding technical assistance to Paraplanners and...
-
Financial Planner Assistant
4 days ago
Manchester, United Kingdom CV-Library Full timeRole OverviewWe are seeking an ambitious Paraplanner to join our team at a forward-thinking Firm of Financial Planners. The successful candidate will work closely with experienced Financial Advisers and other Paraplanners to create bespoke suitability reports for clients.Key Responsibilities:Maintain accurate records of compliance, internal business...
-
Financial Writer and Planners Specialist
4 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeJob OverviewWe are seeking a highly skilled Financial Writer and Planners Specialist to join our team at NJR Recruitment.This role will be based in Manchester City Centre and will involve creating detailed financial reports for our clients.About the RoleThe successful candidate will have excellent writing and analytical skills, as well as experience of...