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Chartered Financial Planner

  • Shortlist
Location Preston Brook , Cheshire
Sector Financial Services
Salary £40,000 - £60,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 58490

Our client is a bespoke, Independent Wealth & Financial Planners, based in Cheshire, with an outstanding local reputation that has been built up over years of delivering impeccable levels of service. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team (ideally Chartered) and are keen for this to be someone with a strong background within planning and solid grasp of face to face advice. 

The Opportunity

The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and really put their own spin on a role within a well established, fantastically branded firm. The succesful candidate will have a strong level of client facing experience, strong/proven business figures and a background in giving full holistic planning on the full range of financial products, with an ambitious and competent mindset. In an ideal world, the succesful candidate would have their own professional introducers/clients to get them started, however this is not a deal-breaker. 

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified, ideally Chartered or working towards this. 
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous  

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!

 Job Synonyms:                 

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner