Chartered Financial Planner
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
Bond Recruitment is working exclusively with a leading North West based Financial Planning firm. They have an exciting employed opportunity for an experienced Chartered Financial Planner to join their successful practice.
Our clients prestigious office is located in Alderley Edge and the opportunity benefits from flexible working the support of a well-established client base plus a full benefits package including a basic salary of up to 75000 depending on experience and qualifications.
Ideally we are seeking someone at a senior level with a proven track record of winning new clients and developing a strong client bank.
In essence we need a technically strong (Chartered) adviser with excellent sales capability.
The successful candidate will be provided with an established client bank created through the handover of approximately 25m30m of existing clients. This would give anyone joining the business a very strong platform from which to further grow their client bank and in turn their earnings.
This is a great opportunity to take your career to the next level within a very successful IFA practice. The practice is very supportive of personal and professional development and flexible when it comes to hybrid working.
Your role will include providing advice to clients in the following areas:
Investment and portfolio construction
Cashflow planning and modelling
Pension and retirement planning
Inheritance tax and estate planning
Business investment and protection
Capital protection
Life planning and goal setting
You will also be responsible for carrying out ongoing investment reviews regularly assessing progress towards and achievement of goals and supporting their relationship with our professional partners across legal tax probate and accountancy disciplines.
Requirements
About you
You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients.
You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.
Required Skills:
Independent Financial Advice Suitability Reports Financial Planning Pensions Investments IFA Administration
Company Industry
IT Services and IT Consulting
Key Skills
- Estate Law
- Trusts
- Wealth Management
- Financial Services
- Financial Concepts
- Microsoft Outlook
- Microsoft Powerpoint
- Securities Law
- Financial Analysis
- Budgeting
- Financial Planning
- Wills
