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