A regional Financial Planning firm in Manchester are looking to appoint a senior Chartered Financial Planner to join them. The firm are a major success story in the region and with their own Employee Benefits team are able to provide holistic and corporate planning. They have a partner who is retiring and as such need an experienced Adviser to take on this portfolio. Clients are broadly in the £500k to £10m space. Package * You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus. The company * A leading regional IFA firm Role * Presenting the proposition to clients and onboarding new business * Identification of clients in the region and actively developing these * Working with professional introducers, both established and in the nascent stage * Reviewing client portfolios and positions as required, providing holistic advice on a lifestyle planning basis as required * Working with the paraplanning and administration team * Working with external DFMs as necessary * Attending client meetings as required The candidate * Diploma Level 4 as a minimum, ideally working towards Chartered * Experience of working with HNW and UHNW clients * Developing and maintaining client relationships Next steps * Contact via email below for confidential discussion and review of opportunity and process...