HNW Clients to inherit
A national Wealth Management business is looking to recruit a Financial Planner into their Cheshire Office.
Key Responsibilities:
* To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households.
* Responsible for acquiring new clients, assets and fees with established Financial Planners generating new Financial Planning fees and net flows per annum as agreed with your manager.
* Develop a collaborative productive relationship with the Business Development team
* Ensure all periodic client reviews are completed in line with client’s expectations and changing circumstances
* To plan, implement and execute an annual Business Plan
* Grow the client bank in line with your agreed individual targets through personal prospecting, e.g.; existing clients, referrals, introductions from professionals
* Remain compliant – measurements include; Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS
* Grow both the total and average ongoing Financial Planning fees across all retained clients.
* Work in partnership with all team members, sharing best practice and developing client acquisition strategies
* Execute a client centric migration process on an ongoing basis as required
About you:
* Diploma or equivalent Level 4 and having or working towards Chartered status
* Excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients
* Ability to deliver a holistic client financial planning experience
* Highly motivated self-starter and a strong team player
* Strong Financial Wellbeing skills and knowledge
* Commercial thinker with strong new business acumen
* Comfortable working under manageable pressure to achieve KPIs
* Well organised, excellent administration ensuring deadlines are consistently met
This is a fantastic opportunity to join a brand that has demonstrated stability and growth in recent years, who offer very competitive benefits along with a strong remuneration package.
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