Senior Financial PlannerFull client book c£50m AUMLocation – North-West (Cheshire)Base c£80,000 plus bonus, on target £120,000 - £140,000HybridComprehensive benefitsAn established, award winning, highly reputable, and successful Chartered Wealth Management firm based in the North-West are currently recruiting a Senior Financial Planner to join its highly successful and friendly team.Senior Financial Planner - Job purposeThe firm currently has the capacity to recruit an experienced Senior Financial planner to advise a client bank of up to £50m of assets of Net worth individuals. The current client bank consists of long standing and loyal clients of the company due to the retirement of senior financial planners. As a senior employee you will be expected to take a proactive and responsible approach to prospecting and contacting potential clients in accordance with the company business plan.You must have strong communication skills and be adept at helping clients understand the complex solutions that they will benefit them. It is expected that you will continue to develop and forge strong relationships with their clients and maintain them to a high standard over time. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.Senior Financial Planner - Key responsibilities and accountabilitiesProspecting and contacting potential clients in accordance with the firm’s business planMaking sure relevant CPD is maintained and recorded accurately, keeping up to date with relevant regulatory, product, legislative and technical requirements.Maintaining all standards of performance as requi