Chartered Financial Planner - Book to Inherit

North West | Up to £80,000 + Benefits | £45m Client Bank to Inherit | High Net Worth Clients The Opportunity

An exciting opportunity has arisen for an experienced Financial Planner to join a well-established financial planning business in the North West and take responsibility for an established £45m client bank, consisting of profitable, high net worth households.

This is an excellent opportunity for an adviser who enjoys building trusted, long-term relationships with clients and wants the opportunity to inherit a quality portfolio while continuing to develop new business and grow assets under management.

• Take responsibility for an established £45m client portfolio
• Build and develop trusted, long-term relationships with high net worth clients
• Conduct regular client reviews and ensure advice reflects clients' changing circumstances and objectives
• Deliver a holistic financial planning experience
• Develop existing client relationships and identify opportunities to increase assets and ongoing fees
• Generate new clients through referrals, professional connections, networking and existing relationships
  
  Work closely with the Business Development team to identify and develop new opportunities
• Develop and execute an individual business plan focused on client acquisition, revenue and AuM growth
• Maintain high standards of regulatory compliance, client service and professional conduct
• Work collaboratively with colleagues and share best practice

The ideal candidate will be an experienced Financial Planner with a strong track record of building and developing client relationships.

You will ideally have:

• Level 4 Diploma in Regulated Financial Planning or equivalent
• Chartered status, or be working towards Chartered status
• Strong relationship management and communication skills
• Experience working with high net worth clients
• A strong network and proven ability to generate new business
• Commercial awareness and a strong new business mindset
• Excellent organisational and administration skills
• A strong understanding of regulatory requirements and client outcomes
• The ability to work independently while contributing positively to a wider team

• Up to £80,000 basic salary + benefits
• High net worth client base
• North West-based opportunity
• Opportunity to grow an established portfolio
• Strong focus on holistic financial planning
• Support from experienced adviser, business development and support teams
• Discretionary annual bonus based on individual, team and company performance
• Life Assurance
• Income Protection
• Employer pension contribution
• Additional wellbeing and lifestyle benefits
• Opportunities for ongoing professional development

The role offers a rare opportunity to step into an established HNW client portfolio while still having significant scope to develop relationships, attract new clients and grow your profile within the business.