Chartered Financial Planner

A leading Chartered Financial Planning firm in Cheshire are looking for a Planner to join them. Due to a Senior Adviser retiring, they are wanting to appoint an individual to take over a portfolio of c. £50m The successful individual will also have worked on more technical clients, such as VCT, EIS and IHT planning and have been exposed to larger portfolio.

As well as managing the book you will be working with professional connections the firm have to grow the revenues for the firm. In addition to salary and bonus you will receive share options.

• You will receive competitive salary , paraplanning, client portfolio, bonus and share options.

• A leading regional Chartered IFA practice.

• 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

• Diploma Level 4 as a minimum, ideally working towards Chartered
• Experience of working with HNW and UHNW clients
• Developing and maintaining client relationships

• Contact via email below for confidential discussion and review of opportunity and process