Chartered Financial Planner

  • Location

    Manchester, Greater Manchester

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £65000 per annum + Bonus and Benefits, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2612_1602153475

  • Published:

    about 2 months ago

  • Expiry date:

    2020-11-07

  • Consultant:

    #

Chartered Financial Planner - Manchester - Client Bank Provided - Salary £Negotiable plus Bonus and Benefits

Our client, a well established and highly respected firm of Chartered Financial Planners in the centre of Manchester, are currently looking to recruit an experienced Financial Planner to their team to service and develop a book of HNW clients. The vacancy has arisen as a long-term employee is relocating to another part of the UK and is no longer able to service their clients.

This company have a fantastic structure in place to ensure you can succeed, with Advisers supported by a well-qualified and experienced team of Paraplanners and Administrators who will assist with all research, reports and administrative duties. The investment committee, which you will be involved with, meet on a quarterly basis to discuss their proposition and their marketing team and network of professional introducers are in place to ensure you can keep your diary full of client appointments.

As a Chartered firm, the candidate should be level 6 qualified or close to achieving this so that they can maintain their status. You must also have previous experience of providing holistic financial advice to private clients. Candidates should have a strong knowledge of pensions and investments and a proven record in a target based environment.

We are looking for somebody who is seeking a long term opportunity, with the potential to become a shareholder partner of the company in the future. At least 80% of your work will be with existing clients provided by the company, but we are looking for a hardworking, driven individual who will be motivated to bring in new clients and business and help the company to grow.

On offer is a competitive basic salary and benefits package, negotiable depending on experience and qualifications. Candidates who have clients to bring with them will be welcomed, although this is not a requirement as the company are at capacity and keen to bring in an adviser who can deal with existing clients.