Financial Planner, Knutsford
United Kingdom 9 hours ago
Job Description
A leading Chartered Financial Planning firm in Cheshire are looking to appoint a Financial Planner to join them. They are a three Partner firm who five advisers and are looking for the successful individual to step into a portfolio of c.£30m. Clients are all Private Client, broadly from £250k to £3m.
All paraplanning and administration would be provided, with earnings of c. £100k plus for the righ individual.
Package
* You will receive leading salary (£60k- £70k) executive benefits, bonus and package
The company
* Aprestigious Chartered Financial Planning 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
Financial Planner, Knutsford
United Kingdom 8 hours ago
A leading Chartered Financial Planning firm in Cheshire are looking to appoint a Financial Planner to join them. They are a three Partner firm who five advisers and are looking for the successful individual to step into a portfolio of c.£30m. Clients...