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A boutique Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. With a core of five Planners at the moment they operate in the £1m plus space and are keen to appoint a Planner who has an ability to originate business, and ideally has a client loyalty. Additionally they have a satellite office in London who will feed business into the region. They are keen to offer equity to the right candidate and potential seniority within a five year horizon. All technical and administrative support will be provided.
Package
- You will receive market leading salary (£90k- £120k) executive benefits, bonus and share options
The company
- A prestigious Wealth Management 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
