A boutique Financial Planning firm in Manchester is 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 client loyalty. Additionally, they have a satellite office in London that 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 a 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.
Next steps
* Contact via email below for a confidential discussion and review of opportunity and process.
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance and Sales
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