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Eventus Recruitment Cheshire are working with a well-established IFA Practice based in Wilmslow, Cheshire, who are seeking to recruit an additional IFA / Financial Planner to join their advisory team. The team prides themselves on understanding clients' unique needs and delivering a full holistic financial planning advisory service. Benefits include 30 days holiday plus bank holiday, generous commission of up to 25%, matched pension of 10% of salary, death in service, private medical insurance and study support.
Role responsibilities
The role of Financial Planner brings with it an existing client bank. This consists of approximately 40 clients with an average investment value of £450K per client (c£18m in total). The successful Financial Planner will step in and grow this client bank, developing a significant book of clients. This is an excellent opportunity for a Financial Planner, who would like to benefit from the business’s existing client relationships, whilst also being supported to grow their client base:
- Cultivating and nurture strong client relationships, with a focus on providing first class financial planning services.
- Working collaboratively to identify opportunities for financial planning services.
- Developing and implementing customised financial plans tailored to each client's unique objectives and requirements (cashflow planning).
- Staying updated on industry trends and regulatory changes to offer the best possible financial advice.
- Meeting and exceeding targets and performance metrics.
Person specification
- Proven track record as a successful Financial Planner
- Level 4 qualified and ideally Chartered Status, or close to achieving
- Exceptional interpersonal and communication skills.
- Demonstrated ability to understand and address clients' financial needs.
- Strong sales and negotiation abilities
- Always delivering an exceptional client-centric service
If you are an ambitious and skilled Financial Planner looking for an exciting opportunity to advance your career with a reputable firm that values client satisfaction and long-term relationships, we encourage you to apply.
Benefits and rewards
The salary for this position is competitive and flexible. Benefits include:
- 38 days holiday, including bank holidays
- Generous commissions of up to 25% on fees charged to clients for new money invested
- Group Personal Pension Provision. Matched contributions up to 10% of salary (20% total). Salary exchange scheme with all employer NI savings invested into your pension.
- Death in Service Benefits (4 x Basic Salary)
- Private Medical Insurance (Bupa)
- Bike to Work Scheme
- Examination support (study leave, financial support and bonuses)
About the company
A leading Financial Planning / IFA Firm in Wilmslow, Cheshire offering a complete range of independent Financial Planning offerings. The company shows a keen interest in the wellbeing of employees and offers excellent working conditions and benefits. They are known for their commitment to delivering service excellence and building enduring client relationships.
Next Steps
Apply now if your skills and experience align with this Financial Planner / IFA job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion.
If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career.
The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
