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

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

1 week 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.

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