A leading Chartered Financial Planning firm in Cheshire is looking to appoint a Financial Planner to join them. They are a three Partner firm with five advisers and are seeking the successful individual to step into a portfolio of approximately £30m. Clients are all Private Clients, broadly ranging from £250k to £3m.
All paraplanning and administration will be provided, with earnings of approximately £100k plus for the right individual.
Package
You will receive a leading salary (£60k-£70k), executive benefits, bonus, and package.
The Company
A prestigious Chartered Financial Planning firm covering the HNW/UHNW space.
Role
Presenting the proposition to clients and onboarding new business. Identification of clients in the region and actively developing these. Working with professional introducers, both established and in the nascent stage. Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis. Working with the paraplanning and administration team. Working with external DFMs as necessary. Attending client meetings as required.
The Candidate
Diploma Level 4 as a minimum, ideally working towards Chartered. Experience of working with HNW and UHNW clients. Developing and maintaining client relationships.
Next Steps
Contact via email below for a confidential discussion and review of the opportunity and process.
#J-18808-Ljbffr
All paraplanning and administration will be provided, with earnings of approximately £100k plus for the right individual.
Package
You will receive a leading salary (£60k-£70k), executive benefits, bonus, and package.
The Company
A prestigious Chartered Financial Planning firm covering the HNW/UHNW space.
Role
Presenting the proposition to clients and onboarding new business. Identification of clients in the region and actively developing these. Working with professional introducers, both established and in the nascent stage. Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis. Working with the paraplanning and administration team. Working with external DFMs as necessary. Attending client meetings as required.
The Candidate
Diploma Level 4 as a minimum, ideally working towards Chartered. Experience of working with HNW and UHNW clients. Developing and maintaining client relationships.
Next Steps
Contact via email below for a confidential discussion and review of the opportunity and process.
#J-18808-Ljbffr
