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Chartered Financial Planner

£40000 - £60000 plus car allowance benefits and bonuses

This is a Wealth Management company that delivers comprehensive and holistic advice to its clients. With a base in Manchester, the company are well placed to represent private individuals, families, and business owners across the North West. 

With a focus on developing and maintaining long-term, trusted relationships with their clients to ensure they gain financial peace of mind.
They have an opportunity for a professional and ambitious Adviser who has a track record of building successful and long-term relationships with clients to join them. You will cover the full spectrum of advice, including holistic financial planning, wealth creation, optimisation and protection, tax mitigation strategies for private clients and tax efficient cash extraction strategies for corporate clients. 
A Client Bank will be provided. Comes with potential buy-in/investment opportunity into the business in the future.
Duties and Responsibilities
  • Provide financial planning to prospective and existing clients, meeting their financial goals and objectives
  • Undertake regular professional development to ensure each client receives up-to-date and appropriate advice
  • Act in a compliant manner and deliver an outstanding level of customer service while ensuring you adhere to the FCA rules and regulations
  • Professionally service the needs of existing clients while creating new opportunities via networking and referrals
  • Undertake frequent client meetings with existing and prospective clients while always providing a consistent service to all levels of client
  • Meet planned business targets In line with business standards, ensure all client data, business transactions and information are recorded in a timely manner
About you
  • Hold Chartered adviser status
  • 5 years minimum face to face holistic financial advice
  • Ability to build long-term relationships with clients
  • Strong knowledge of all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning)
  • Hard working, enthusiastic, confident and articulate
  • Committed to delivering an excellent service
Employment type: 
Employed (Full Time)
Financial Planning
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