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Ferguson Dean Limited
Chester
A leading regional professional practice in Chester are looking for an a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the dem
Job Source: Ferguson Dean LimitedResource Matters Ltd
Mold
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £65,000 Basic + bonuses - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to
Job Source: Resource Matters LtdFocus Search and Selection
Crewe
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionHays Specialist Recruitment Limited
United Kingdom
Your new company Due to impending retirement, an exceptional opportunity has arisen within a highly reputable IFA practice to service and develop an existing bank of high quality clients. With substantial assets under management, the company is continuing to grow offering excellent long term prospects. Your new role Client-facing role providing ind
Job Source: Hays Specialist Recruitment LimitedResource Matters Ltd
Wrexham
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £65,000 Basic + bonuses - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to
Job Source: Resource Matters LtdFocus Search and Selection
Wrexham
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionIDEX Consulting Ltd
liverpool, england, United Kingdom
My client is in the heart of Liverpool city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help
Job Source: IDEX Consulting LtdFocus Search and Selection
Chester
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionChester, England, United Kingdom
A leading regional professional practice in Chester are looking for an a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the demands of the legal arm.
The firm:
A regional professional practice with an established financial planning arm.
Role will include:
Portfolio reviews with existing clients.
Working with the retiring adviser on their client portfolio.
Using cash flow modelling and lifestyle financial planning as required.
Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
Maintaining up to date and compliant client files in conjunction with the technical team.
Keeping up to date CPD
Actively seeking out new client opportunities as required
In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.
Financial Planner jobs in Chester, England, United Kingdom
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