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Chartered Financial Planner

  • Manchester, Greater Manchester
  • Permanent
  • £50K to £60K plus bonus and Benefits - potentially negotiable

Job details.

Chartered Financial Planner - Manchester, hybrid - Salary to around £60K plus Bonus and Benefits

Client Book Provided

Are you an experienced and driven Chartered Financial Planner seeking your next career move? We are working with a prestigious firm of award-winning Chartered Financial Planners based in Manchester, and we are looking for a talented individual to join their team.

About Our Client: Our client is a highly respected firm of Chartered Financial Planners renowned for their excellence in financial planning and commitment to client satisfaction. With a strong presence in the Manchester area, they offer bespoke financial solutions and unparalleled service to their high net worth clientele.

The Role: As a Chartered Financial Planner representing our client, you will be tasked with taking over and further developing a book of approximately 80-90 high net worth clients. This will involve providing comprehensive financial advice tailored to each client's unique needs and goals, while upholding the high standards and reputation of the firm.

Requirements:

  • Chartered status (or very close to achieving this) is essential.
  • Proven experience in providing financial advice to private clients.
  • Strong communication and interpersonal skills.
  • Ability to build and maintain client relationships.
  • A proactive and results-driven approach.
  • Knowledge of relevant financial regulations and compliance requirements.

Benefits:

  • Competitive salary in the range of £50,000 - £60,000, negotiable depending on experience.
  • Performance-based bonuses.
  • Company benefits package.
  • Opportunities for professional development and advancement within the firm

Sector:

  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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