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Associate Director @ Halecroft Recruitment | People Solutions & Talent Delivery
Halecroft Recruitment is proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm with over 30 years of experience. We are seeking to appoint a Financial Planner in Cheshire.
This is an excellent opportunity to build and maintain client relationships, delivering high-quality, tailored advice to High Net Worth Individuals with full back-office support from paraplanners, compliance, and administrators.
Based in the Hale office, the successful candidate will have an outstanding ability to deliver financial advice and related investment management services, including investments, pensions, inheritance tax planning, mortgages, and protection. You will utilize leading back-office technology that is continually developed to support advice, helping clients better understand their financial affairs. All advice must be provided within a strict ethical and compliance framework, always prioritizing clients' interests.
The firm offers a unique proposition with access to world-class fund management at institutional discounted prices, giving them a true competitive advantage. They are independent, privately owned, well-capitalized, and have national partnerships with leading brands.
Requirements:
* Relevant experience with a Level 4 Diploma minimum (ideally fully chartered Level 6)
* Exceptional interpersonal skills to build trust and confidence with clients
* Ability to understand and communicate advice practices and processes clearly and effectively
* Technical and product knowledge, with the ability to communicate holistic financial planning strategies and solutions
* Experience providing Independent Financial Advice to HNW individuals
* Proven track record of retaining and growing portfolios within Financial Services
Package:
* Attractive salary, negotiable based on experience
* Commission and bonus based on portfolio performance
* Comprehensive company benefits package
Halecroft Recruitment offers a professional yet personable approach to ensure a positive and trusting experience for candidates and clients. If this role aligns with your skills and career goals, please apply now.
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Finance, Consulting, and Legal
Industries
* Financial Services and Professional Services
Referrals can increase your chances of interviewing at Halecroft Recruitment by 2x.
Manchester Area, United Kingdom — 3 weeks ago
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