Financial Planner

About the Role

Our client, a well-established wealth management firm based in Manchester, is actively seeking a skilled Financial Planner to enhance their expanding team. This position offers a unique chance for experienced financial planners to advance their careers by taking full ownership of client portfolios in a professional environment that champions independence, quality advice, and ongoing professional growth.

Key Responsibilities

• Manage and take full responsibility for an existing portfolio of private clients.
• Provide comprehensive financial planning and wealth management advice tailored to client needs.
• Foster and maintain enduring, trusted relationships with clients and their families.
• Identify and leverage opportunities to expand and deepen client relationships and their asset base.
• Collaborate with a skilled paraplanning team and administrative support to deliver high-quality service.
• Enjoy genuine autonomy with potential for long-term career advancement within the firm.

Candidate Requirements

• Minimum Level 4 qualification in financial planning.
• Current CAS (Certificate in Advanced Financial Planning) status is mandatory.
• Chartered status is highly preferred.
• At least 5 years of experience in the financial planning sector.
• Minimum 2 years operating as a Financial Planner with direct accountability for managing a client portfolio of £25 million or more in assets under management (AUM).
• Applicants with a blend of advisory and paraplanning experience, such as 2 years in a Financial Planner role and 3 years in Paraplanning, will be given due consideration.
• Proven ability to personally handle client relationships and provide expert-level advice.
• Strong technical expertise, excellent communication abilities, and a professional, client-focused demeanor.

Additional Information

This opportunity, based in Manchester, is not just another advisory role but a chance to truly own and nurture an established client book. It provides a pathway for building a substantial career in a firm that supports both personal autonomy and professional progression.