Financial Planner - Manchester, United Kingdom - Taylor James Professional Recruitment LTD

Taylor James Professional Recruitment LTD
Taylor James Professional Recruitment LTD
Verified Company
Manchester, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Our client, a Manchester based firm of financial planners who as a result of continued business growth are looking to add to their financial planning team.


We are looking to speak with enthusiastic and forward-thinking financial planners who will offer totally independent & professional advice to HNW/ UHNW clientele.


Role overview:

  • Deliver high quality, bespoke advice to HNW individuals & provide profitable, well researched recommendations
  • Manage an existing client base
  • Utilise leads in order to extend the existing client base & develop effective relationships
  • Attend industry seminars to ensure service given is up to date and relevant (set up and funded by the firm)
  • Full administrative & paraplanning support is provided

The Person:

  • C 2 years+ financial planning experience (
    essential)
  • Diploma qualified (
    essential)
  • Chartered status or studying towards (desirable)
  • Experience in servicing HNW/ UHNW clients


To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.


Job Types:
Full-time, Permanent


Salary:
£60,000.00-£100,000.00 per year


Benefits:


  • Company events
  • Company pension
  • Work from home

Schedule:

  • Flexitime
  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
  • Commission pay

Experience:


  • Financial planning: 1 year (preferred)

Ability to Commute:

  • Manchester (required)

Ability to Relocate:

  • Manchester: Relocate before starting work (required)

Work Location:
Hybrid remote in Manchester
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