Financial Planner

Ferguson Dean

Posted a day ago, valid for 21 days

Knutsford, Cheshire East WA16, England

£60,000 - £100,000 per annum

Full Time

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Sonic Summary

A leading Chartered Financial Planning firm in Cheshire is seeking to appoint a Financial Planner to join their team.
The firm is a three-partner organization with five advisers, looking for someone to manage a portfolio of approximately £30 million.
Clients are primarily private individuals with assets ranging from £250,000 to £3 million.
The successful candidate will need a minimum of Level 4 Diploma and experience with HNW and UHNW clients, with a salary package of £60,000 to £70,000 plus bonuses and benefits.
All paraplanning and administration support will be provided, allowing the new hire to focus on client relationships and holistic lifestyle planning.

AleadingCharteredFinancialPlanningfirminCheshirearelookingtoappointaFinancialPlannertojointhem.TheyareathreePartnerfirmwhofiveadvisersandarelookingforthesuccessfulindividualtostepintoaportfolioofc.30m.ClientsareallPrivateClient,broadlyfrom250kto3m.

Allparaplanningandadministrationwouldbeprovided,withearningsofc.100kplusfortherighindividual.

Package

Youwillreceiveleadingsalary(60k-70k)executivebenefits,bonusandpackage

Thecompany

AprestigiousCharteredFinancialPlanningfirmcoveringtheHNW/UHNWspace

Role

Presentingthepropositiontoclientsandonboardingnewbusiness
Identificationofclientsintheregionandactivelydevelopingthese
Workingwithprofessionalintroducers,bothestablishedandinthenascentstage
Reviewingclientportfoliosandpositionsasrequired,providingholisticadviceonalifestyleplanningbasisasrequired
Workingwiththeparaplanningandadministrationteam
WorkingwithexternalDFMsasnecessary
Attendingclientmeetingsasrequired

Thecandidate

DiplomaLevel4asaminimum,ideallyworkingtowardsChartered
ExperienceofworkingwithHNWandUHNWclients
Developingandmaintainingclientrelationships

Nextsteps

Contactviaemailbelowforconfidentialdiscussionandreviewofopportunityandprocess

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