Financial Planner | Cheshire
£65,000 - £75,000 + Annual, discretionary bonus
Hybrid working
HNW Clients to inherit
A national Wealth Management business is looking to recruit a Financial Planner into their Cheshire Office.
Key Responsibilities:
- To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households.
- Responsible for acquiring new clients, assets and fees with established Financial Planners generating new Financial Planning fees and net flows per annum as agreed with your manager.
- Develop a collaborative productive relationship with the Business Development team
- Ensure all periodic client reviews are completed in line with client’s expectations and changing circumstances
- To plan, implement and execute an annual Business Plan
- Grow the client bank in line with your agreed individual targets through personal prospecting, e.g.; existing clients, referrals, introductions from professionals
- Remain compliant – measurements include; Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS
- Grow both the total and average ongoing Financial Planning fees across all retained clients.
- Work in partnership with all team members, sharing best practice and developing client acquisition strategies
- Execute a client centric migration process on an ongoing basis as required
About you:
- Diploma or equivalent Level 4 and having or working towards Chartered status
- Excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients
- Ability to deliver a holistic client financial planning experience
- Highly motivated self-starter and a strong team player
- Strong Financial Wellbeing skills and knowledge
- Commercial thinker with strong new business acumen
- Comfortable working under manageable pressure to achieve KPIs
- Well organised, excellent administration ensuring deadlines are consistently met
This is a fantastic opportunity to join a brand that has demonstrated stability and growth in recent years, who offer very competitive benefits along with a strong remuneration package.