Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire…
This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Worth Individuals with full back-office support of paraplanners, compliance, and administrators.
Based in the Hale office, the successful candidate will have an outstanding ability to deliver financial advice and associated investment management services to clients, offering investments advice, pension advice, inheritance tax planning, mortgages and protection. Using leading back-office technology that is continually developed to support advice, enabling clients to have a better understanding of their affairs. Additionally, ensuring all advice is provided within a strict ethical and compliance framework whilst putting clients at the heart of the business.
Offering a unique proposition with access to world class leading fund management at institutional discounted prices, giving their proposition a true competitive advantage. Independent, privately owned and well capitalised with national partnerships with leading national brands.
Requirements:
1. Relevant experience required with Level 4 Diploma minimum or above (Ideally fully chartered Level 6)
2. Exceptional interperson...