An opportunity has arisen for a Financial Planner to join a practice in Manchester The firm have signed up to a joint venture with a regional accountancy practice and are looking for an Adviser to be based out of the offices to manage the relationships. They are looking for someone with an entrepreneurial outlook who can work with business owners and HNW individuals, which will see you exposed to CGT, IHT planning, SIPP work and business relief.
The firm: A leading financial planning firm in Manchester with a joint venture agreement
The role: Providing holistic planning to clients across Cheshire
Attending meetings with the partners of the accountancy practice to discuss financial planning strategies and how they would apply to their clients.
Use of cashflow modelling and lifestyle planning as required.
Joint presentations and workshops with accountancy staff
Other tasks etc as required
In return you will receive competitive salary, benefits and uncapped OTE.
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