Financial Planner

Ferguson Dean Limited

Posted 20 hours ago, valid for 22 days

Knutsford, Cheshire WA16 0BB, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

A leading Chartered Financial Planning firm in Cheshire is seeking a Financial Planner to manage a portfolio of approximately £30 million.
The firm caters to private clients with assets ranging from £250,000 to £3 million and provides full paraplanning and administration support.
The successful candidate can expect earnings of around £100,000 plus, with a salary package ranging from £60,000 to £70,000, along with executive benefits and bonuses.
Candidates should possess at least a Diploma Level 4 and have experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
The role involves client onboarding, portfolio reviews, and collaboration with professional introducers and external discretionary fund managers (DFMs).

A leading Chartered Financial Planning firm in Cheshire are looking to appoint a Financial Planner to join them. They are a three Partner firm who five advisers and are looking for the successful individual to step into a portfolio of c. £30m. Clients are all Private Client, broadly from £250k to £3m.

All paraplanning and administration would be provided, with earnings of c. £100k plus for the righ individual.

Package

You will receive 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 as required
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 confidential discussion and review of opportunity and process

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