Address
Form of work
SalaryOur client, a Manchester based firm of Financial Planners who as a result of continued business growth are looking to add to their financial planning team.
We are looking to speak with enthusiastic and forward-thinking Financial Planners who will offer totally independent & professional advice to HNW/ UHNW clientele.
Role overview:
- Deliver high quality, bespoke advice to HNW individuals & provide profitable, well researched recommendations
- Manage an existing client base
- Utilise leads in order to extend the existing client base & develop effective relationships
- Attend industry seminars to ensure service given is up to date and relevant (set up and funded by the firm)
- Progression to partnership is available or the right candidate
- Full administrative & paraplanning support is provided
The Person:
- C 2 years+ financial planning experience (essential)
- Diploma qualified (essential)
- Chartered status or studying towards (desirable)
- Experience in servicing HNW/ UHNW clients
Our client is offering a basic salary up to c £80,000 (negotiable for the right candidate) + OTE of £100,000+.
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
