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Chartered Financial Planner

Salary:
45,000 - 60,000
Location:
Chester
Company:
CAPIO RECRUITMENT LIMITED

Description

Job Title: Chartered Financial Planner

Salary: £45,000 - £60,000 + Bonus

Location: Chester

This is a superb opportunity to join a highly regarded, Chartered Financial Planning Firm that provide a tailored, client-centric service and are based out of Chester. They are an established business that provide a holistic Financial Planning service and after another successful year, this firm are aiming to add another Chartered Professional to their Financial Planning team.

Due to a strong, well developed, active client bank and an increasing number of referrals, the business has continued to prosper in these uncertain times and is looking to bring in an experienced Financial Planner to oversee and develop a sizeable book of clients at the firm. There is full paraplanning and administrative support along with an uncapped bonus figure with trail income from the book counting towards your bonus target.

They pride themselves on their technical, professional service which is tailored to each client’s needs and this would suit someone who is used to providing complex financial advice across a range of products to some HNW clientele.

Required Experience

  • Level 6 Chartered Status or close to this.
  • Competent Advisor Status
  • Experience of providing a bespoke, holistic Financial Planning Advice to HWN clientele.
  • Strong understanding and technical knowledge, particularly around pensions and investments.
  • Ability to convert, develop and manage professional relationships
  • Working knowledge of Adviser Office (IRESS) would be advantageous
  • Excellent interpersonal skills - both written and verbal

How to Apply?

If you would like to be considered for this position, please hit the apply button below and attach a copy of a CV to have an informal chat with us regarding the role.

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