Due to organic growth, a highly reputable and respected Wealth Management Firm, is looking to enhance its Advisory operation with the appointment of an experienced Senior Financial Planner in Knutsford.
It has built up an enviable reputation within the local market, having won a number of awards for its professionalism and its investment in people. From its offices in Knutsford, it has developed a strong presence throughout the North West, boasting numerous wealthy, HNW & UHNW clients. As a result of its continued success and increased client volume, it now requires a senior IFA to continue the firms impressive growth trend.
Being supported by a substantial individual marketing budget, as well as dedicated members of the back-office team, you will not only benefit from a full client bank and a high volumes of leads, you will have the ability to focus your time and efforts on actually advising clients. You will manage client relationships from the initial meeting, providing on-going advice, quickly building trust through proactively addressing their requirements. Contributing to the profitable development of the company, you will be able to win new business, cross-selling additional services and gaining repeat business.
You must be driven and committed to providing quality and compliant financial advice. It is looking for an individual that is committed to their own professional development, in order to provide clients with an excellent service, maintaining and enhancing the reputation of the business.
In return, my client is offering a market-leading basic salary, bonus, pension, plus realistic, regular salary increases through your own personal payment plan. The company also offers excellent training and development opportunities and invests heavily in its staff. When considering your next long term career move this opportunity cannot be overlooked.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment
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