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Financial Planner, Knutsford

United Kingdom 10 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 9 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...