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Chartered Financial Planner

Employer
Ferguson Dean
Location
Manchester, Greater Manchester, United Kingdom
Salary
Competitive Salary
Closing date
Oct 12, 2024
View more categoriesView less categories
Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
A boutique Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. With a core of five Planners at the moment they operate in the £1m plus space and are keen to appoint a Planner who has an ability to originate business, and ideally has a client loyalty. Additionally they have a satellite office in London who will feed business into the region. They are keen to offer equity to the right candidate and potential seniority within a five year horizon. All technical and administrative support will be provided.

Package

  • You will receive market leading salary (£90k- £120k) executive benefits, bonus and share options


The company

  • A prestigious Wealth Management 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

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