Financial Planner

Client Book

Location – North-West (Cheshire)

Base negotiable circa £85,000 plus bonus, on target £120,000 - £140,000

Hybrid / Remote

Comprehensive benefits

An 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.

Financial Planner - Job purpose

The firm currently has the capacity to recruit an experienced Senior Financial Planner to advise a client bank of up to £50m of assets of high-net-worth individuals. The current client bank consists of long standing and loyal clients of the company due to the retirement of a senior financial planner. If you have transferable clients, this is of course advantageous.

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.

Financial Planner - Key responsibilities and accountabilities

Prospecting and contacting potential clients in accordance with the firm’s business plan
Making 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 required by the firm
Making sure a current statement of professional standing (SPS) is always held
Obtaining and maintaining the level of competence as required by the firm at the same time complying with the Financial Services and Markets Act 2000, the FCA conduct rules
Making sure all clients are contacted in a professional and courteous way in accordance with the agreed level of services offered
Making sure sufficient client information is obtained and recorded before any recommendation is made
Making sure suitable recommendations are always made and propose financial solutions that meet each client’s goals and objectives.

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Financial Planner