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 Next steps Contact via email below for confidential discussion and review of opportunity and process