A market leading financial planning firm in the Manchester area is looking to recruit a technically proficient, ideally Chartered Financial Planner to join their team. They are a bespoke Wealth Management firm, highly prestigious and regarded. They have a portfolio of approximately 50 clients, with a minimum portfolio size of £500k.
The firm:
A prestigious wealth management firm.
Role will include:
* Portfolio reviews with existing clients.
* Working with the retiring adviser on their client portfolio.
* Using cash flow modelling and lifestyle financial planning as required.
* Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
* Maintaining up to date and compliant client files in conjunction with the technical team.
* Keeping up to date CPD.
* Actively seeking out new client opportunities as required.
In return, you will receive an excellent salary and earnings, executive benefits, and technical/paraplanning support.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Sales
Industries
Staffing and Recruiting
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