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:
1. Chartered status (or very close to achieving this) is essential.
2. Proven experience in providing financial advice to private clients.
3. Strong communication and interpersonal skills.
4. Ability to build and maintain client relationships.
5. A proactive and results-driven approach.
6. Knowledge of relevant fin...