Financial Planner - #2195799

We are currently partnering with a highly regarded HNW wealth management firm seeking an experienced Financial Planner to join its growing team in the North West (Manchester/Liverpool).

This is an opportunity to join a business with a well-established presence in the private client market, providing advisers with access to a high-quality client base, strong internal support and a platform designed to help advisers succeed.

Unlike many employed advice roles, this opportunity offers a combination of inherited client relationships, revenue from day 1, and support and guidance as needed to help you to continue developing your business through targeted external prospecting - helped by a very experienced team.

What's on Offer?

• Opportunity to work with HNW clients and deliver holistic wealth management solutions
• Access to high-quality client opportunities
• Inherited clients and recurring income from day one
• Strong support from a recognised wealth management brand
• Genuine growth environment with ambitious plans for the coming years
• Long-term career development opportunities as the business continues to expand
• Very competitive quarterly bonus structure

The Role

You'll be responsible for providing high-quality financial planning advice to HNW clients, whilst also developing new relationships through professional introducers, accountants, solicitors and other intermediaries.

This role would suit an adviser who enjoys both relationship management and business development and is motivated by working with HNW clients.

About You

• Minimum Level 4 Diploma qualified
• At least 5 years' experience as a Financial Planner / Adviser
• Experience managing your own client relationships
• Comfortable working with HNW clients
• Strong relationship-building and networking skills
• Able to develop professional introducer relationships and generate new business opportunities
• Commercially minded with a proactive approach to growth

Advisers already operating in the HNW market would be of particular interest, although talented planners looking to further develop their exposure to wealthier clients will also be considered.

If you'd like to discuss this opportunity in confidence, please get in touch.