Financial Planner

Financial Planner | Cheshire

£65,000 - £75,000 + Annual, discretionary bonus

Hybrid working

HNW Clients to inherit

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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. xwzovoh
• 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.