My client is currently looking for a Chartered Financial Planner to join their team in Manchester. Working alongside the Head of Financial Planning, the Financial Planner will be an essential member of the team, providing advice and key recommendations to clients on areas such as retirement planning, tax and investment structuring, inheritance tax and estate planning. The role operates within the financial planning team providing excellent client service to help clients meet and enhance their individual financial goals and needs. Responsibilities

Act as a centre of intelligence and excellence on financial areas such as retirement planning, tax and investment structuring, inheritance tax and estate planning. Along with developing knowledge on other areas
Take responsibility for managing key relationships withing the business, intermediaries and clients gaining the position of Trusted Advisor
Understand clients overall financial position to ensure tailored plans, constructing detailed financial advice
Work as a team and support the wider investment team by becoming an ambassador of good quality advice within the business and with clients
Provide excellent customer service when building client relationships, responding to technical queries via phone, email, letter or external meetings
Assist with client enquiries, ad-hoc requests and complete all other reasonable tasks requested of you
Play an integral part in your development by seeking out best working practices along with supporting and develop colleagues to ensure adequate cross skills in team
Undertake any other reasonable request as required by the Head of Financial Planning or the Investment Managers
Reporting any risk which may be detrimental to clients or to the firm's reputation, which arise from inadequate procedures, systems or data handling
Acting with integrity and for the benefit of the clients, in accordance with the objectives and cross cutting rules of Consumer Duty

Qualifications & experience

Ideally Chartered but has attained the level 4 diploma in Regulated Financial Planning (or equivalent)
Good knowledge of financial services, the FCA and financial products and services
Strong analytical approach with experience of analysing financial records and technical information
Knowledge of Microsoft Office Applications (intermediate level)
Ability to adapt, use own initiative and manage workloads
Good attention to detail and proven accuracy skills

Key relationships

Head of Financial Planning
Director of Investment Management
Head of Investment Management
Financial planning team
Investment Managers
Investment teams

For more information please contact Graeme Hyland on or email

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