This long-established Chartered Financial Planning practice requires two technically strong and experienced Financial Planners to assist with the servicing of a client bank of HNW & UHNW individuals.
Established for over 30 years, this business has a reputation for excellence, not only in its native North West, but throughout the country. Specialising in financial planning solutions for wealthy individuals, it was one of the first firms in the UK to be awarded Chartered status. It helps individuals plan for a successful financial future, being branded ‘more than just an IFA’ by its clients.
The main purpose of the role is to provide independent financial planning and investment management advice to new and existing clients, upholding the principles of the firm at all times. Delivering the firm’s private client proposition, you will review existing clients’ circumstances, assisting with any issues that arise on an ongoing basis. You will also assist colleagues in the maintenance and strengthening of business relationships with product providers, fund managers and professional introducers.
Ideally you will already be Chartered and/ or Certified, however my client will accept applications from exceptional candidates that are close to Level 6 qualification. It is absolutely essential that you demonstrate excellent interpersonal skills; being able to listen, empathise and build trust with confident private clients who are frequently highly successful in their chosen field. Technical knowledge/ competence are of equally high importance; you must be able to analyse and interpret quantitative and qualitative data, with a view to creating a suitable strategy for the client. You must have experience of dealing with clients with at least £750K of investable assets, though experience of £1m+ is preferred.
Flexible working, competitive terms and the ability to create a satellite office to service clients, wherever they are, make this an attractive opportunity to join one of the best financial planning teams in the UK. If you want to make a difference to clients' lives, be highly valued for what you do and have fun doing it, then this role is for you.
A truly market leading basic salary is on offer, as is additional earnings potential through a rewarding bonus structure, creating a very realistic opportunity to earn six figures.
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