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Financial Planner

Job description

My client is looking for someone to join their Financial Planning team at their offices in Cheshire.

They're looking for a Chartered or 'working towards Chartered' Financial Planner who believes in true independent lifetime financial planning; someone who revels in the detail of building financial plans and 'what if' scenarios.

  • Service and grow an existing book of clients within the wealth service proposition, offering holistic whole-of-market investment advice and lifetime financial planning services
  • Conduct regular and in-depth client financial circumstance reviews covering their current provision and future aims
  • Review and respond to clients changing needs and financial circumstances
  • Analyse information and prepare plans best suited to individual clients' requirements
  • Assist all clients to make informed decisions
  • Communicate with other professional connections, such as Chartered Accountants, Solicitors and specialist Mortgage Advisers
  • Contact clients with news of new financial products or changes to legislation that may affect their savings and investments as part of your overall business plan

Whats in it for you:

  • A large book of clients to step in to from day 1
  • Company wide annual bonus scheme
  • 25 days holiday plus all bank holidays
  • 1 extra day holiday on your birthday
  • Study support up to Chartered and beyond, covering initial cost, study and exam day leave
  • Flexible working hours between 8am & 7pm
  • A place to be listened to, heard and to thrive
  • 5% employers pension contribution
  • AXA Health insurance for all staff
  • BUPA cash plan for employees who can claim for dependent children
  • 4 X DIS
  • Fresh fruit every day and free on site parking
  • Smart casual dress code feel comfortable; work better
  • No stuffiness. Be yourself

For more information please contact Graeme Hyland on 07896 933622.

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