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Chartered Financial Planner

Chartered Financial Planner

Posted 11 April by MW recruitment Featured Ended

This is an excellent opportunity to join an established, reputable and growing Financial Advisor at an exciting time in their company development. This vacancy is for an experienced Wealth Manager or Chartered Financial Planner who will take a lead role in the practice’s advisory team. Of greatest significance, there is a healthy incoming client flow including a large portion of affluent HNW and occasional UHNW business for the successful adviser to tend to.

Advisory areas:

  • Financial Planning
  • Estate Planning
  • Pensions & Retirement
  • SME and Corporate Financial Planning
  • Employee Benefits

Core duties:

  • Engage prospective clients with a view to establishing and developing long-term relationships
  • Implement industry leading financial planning models in line with regulations and group models that are provided
  • Provide best-in-class ongoing advice to portfolio of clients including HNW and Affluent taking account of changes in their personal circumstances and the regulatory and legislative environments
  • Maintain excellent team cohesion paraplanners, other internal stakeholders and professional support staff
  • Ensure client instructions are executed in a timely manner, collaborating internally where and when necessary to achieve this
  • Develop new opportunities with existing clients to ensure that client portfolios fit with their requirements and optimise their investments
  • Seek referrals and recommendations where possible to maximise coverage and incoming business

The successful candidate will ideally need to be a Chartered Financial Planner. If there is an exceptional candidate who holds the diploma and wishes to study toward Chartered status then this will be supported.

Please note this role is salaried (competitive) rather than self-employed, full package and job details available.

Required skills

  • Estate Planning
  • Financial Advisory
  • Financial Planning
  • Financial Planners
  • IFA

Reference: 34610738

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