Back to search
Chartered Financial Planner - Manchester, hybrid - Salary to around £60K plus Bonus and Benefits
Client Book Provided
Are you an experienced and driven Chartered Financial Planner seeking your next career move? We are working with a prestigious firm of award-winning Chartered Financial Planners based in Manchester, and we are looking for a talented individual to join their team.
About Our Client: Our client is a highly respected firm of Chartered Financial Planners renowned for their excellence in financial planning and commitment to client satisfaction. With a strong presence in the Manchester area, they offer bespoke financial solutions and unparalleled service to their high net worth clientele.
The Role: As a Chartered Financial Planner representing our client, you will be tasked with taking over and further developing a book of approximately 80-90 high net worth clients. This will involve providing comprehensive financial advice tailored to each client's unique needs and goals, while upholding the high standards and reputation of the firm.
Requirements:
- Chartered status (or very close to achieving this) is essential.
- Proven experience in providing financial advice to private clients.
- Strong communication and interpersonal skills.
- Ability to build and maintain client relationships.
- A proactive and results-driven approach.
- Knowledge of relevant financial regulations and compliance requirements.
Benefits:
- Competitive salary in the range of £50,000 - £60,000, negotiable depending on experience.
- Performance-based bonuses.
- Company benefits package.
- Opportunities for professional development and advancement within the firm
