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  • Salary: £50000 - £60000 per annum + Benefits
  • Location: Manchester, Greater Manchester
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    04 Feb 2020
  • Job reference: 32825

My client is currently looking for an experienced Financial Planner to join their team in South Manchester.

The successful candidate will provide financial planning advice to new and existing clients, including recommendations for products and services, carrying out financial reviews, developing suitable and appropriate financial plans and making recommendations which will enable clients to achieve their financial objectives.

  • Engaging with clients in person, via telephone and through correspondence
  • Build a rapport with clients to effectively understand their circumstances and objectives
  • Use investigative skills to understand client circumstances
  • Reviewing client financial information
  • Writing effective financial planning reports
  • Engage and ensure clients sign up to the relevant service level which is appropriate for their circumstances
  • Carry out reviews with clients in line with agreed service agreements
  • Other duties as required by the team

Full paraplanning support is available together with study support to chartered.

The company offers an excellent salary and benefits package.

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