Financial Planner

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 A prestigious 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 process

Location: Toft, GB

Posted Date: 1/15/2025