A senior financial planning position is available for a skilled Chartered Financial Planner to join a regional firm in the North of England.
Role Overview
The role involves working with high net worth individuals, providing holistic and corporate planning services. The ideal candidate will have experience in managing client portfolios, developing relationships, and identifying new business opportunities.
Key Responsibilities
* Presentation of financial propositions to clients
* Client onboarding and portfolio management
* Development of professional introducer networks
* Holistic advice provision on a lifestyle planning basis
* Collaboration with paraplanning and administration teams
* Working with external discretionary fund managers as necessary
* Attending client meetings as required
Requirements
* Diploma Level 4 qualification as a minimum, with a goal of achieving Chartered status
* Experience in working with high net worth and ultra-high net worth clients
* Strong relationship development and maintenance skills
Benefits
* Competitive salary and executive benefits
* Paraplanning and administrative support
* Bonus structure based on performance