Senior Financial Planner

Accountancy Divisions Limited
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Financial Divisions are currently working on behalf of one of the UK’s Top 10 Accountancy firms with a global presence that has experienced huge levels of growth within their Wealth Management division. The firm currently seek a specialist Senior Financial Planner in Manchester to join their team to work on financial planning cases for Personal Injury and Court Protection clients. As Senior Financial Planner you will be responsible for:

  • Working closely with Court Protection clients providing them with a financial plan caters for their specific requirements in the long term

  • Working closely with the firm’s wider Financial Planning support team to seek out leading products and investments that can facilitate the above

  • Provide clients with regular reports, updates, and support or ad hoc advice

  • Liaise with providers and other stakeholders to ensure the firm has strong offerings for its clients

  • Develop strong relationships in the Court Protection market to grow the firm’s client portfolio through business development activities, networking and already established client portfolio or network

As Senior Financial Planner you will be a Chartered Financial Planner (Level 6) with strong experience working within a wealth management environment with Personal Injury client experience, ideally with an established network of contacts within Court Protection / Personal Injury.

Senior Financial Planner - Top 10 Firm Manchester

£75,000 - £85,000 + bonus + Benefits