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Chartered Financial Planner
Chartered Financial Planner
Chartered Financial Planner
Posted 17 days ago
- Stafford, Staffordshire
- Any
- External
Chartered Financial Advisor
Location: Stafford
Salary: £60,000-£80,000
Job Type: Full-Time, Permanent
About Us:
We are a boutique financial planning firm dedicated to providing bespoke financial advice to high-net-worth (HNW) clients. Our firm prides itself on delivering personalized, high-quality service, and building long-term relationships with our clients. We focus on holistic financial planning, ensuring our clients' wealth is managed with care and precision.
The Role:
We are seeking a highly skilled Chartered Financial Advisor to join our team. You will be responsible for managing and growing a portfolio of HNW clients, delivering tailored financial advice that covers investments, retirement planning, tax efficiency, and estate planning.
This role offers the opportunity to work within a supportive, client-centric environment where you can truly make an impact on your clients' financial well-being.
Key Responsibilities:
- Manage a portfolio of HNW clients, providing them with comprehensive financial advice.
- Develop and implement bespoke financial plans that align with clients' goals and risk tolerance.
- Conduct regular reviews with clients to ensure their financial plans remain on track and adapt to any changes in their circumstances.
- Build strong, lasting relationships with clients, ensuring a high level of satisfaction and loyalty.
- Stay updated on industry developments and regulatory changes to provide the best advice possible.
Requirements:
- Must be a **Chartered Financial Planner** (CII) or equivalent.
- Extensive experience in providing financial advice to HNW clients.
- Strong knowledge of investment management, tax planning, pensions, and estate planning.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- A client-centric approach, with a focus on delivering tailored advice and maintaining long-term client relationships.
- A proactive and entrepreneurial mindset, with the ability to identify opportunities for growth within your client base.
What We Offer:
- A competitive salary and benefits package.
- The opportunity to work with a select group of HNW clients.
- A supportive and collaborative work environment.
- Continuous professional development opportunities.
- The chance to be part of a growing boutique firm that values quality over quantity.
If you are a Chartered Financial Advisor with a passion for providing exceptional service to HNW clients, we would love to hear from you. Apply now to join our team and take your career to the next level.
**How to Apply:**
Please send your CV and a cover letter detailing your experience and why you believe you are the right fit for this role
Location: Stafford
Salary: £60,000-£80,000
Job Type: Full-Time, Permanent
About Us:
We are a boutique financial planning firm dedicated to providing bespoke financial advice to high-net-worth (HNW) clients. Our firm prides itself on delivering personalized, high-quality service, and building long-term relationships with our clients. We focus on holistic financial planning, ensuring our clients' wealth is managed with care and precision.
The Role:
We are seeking a highly skilled Chartered Financial Advisor to join our team. You will be responsible for managing and growing a portfolio of HNW clients, delivering tailored financial advice that covers investments, retirement planning, tax efficiency, and estate planning.
This role offers the opportunity to work within a supportive, client-centric environment where you can truly make an impact on your clients' financial well-being.
Key Responsibilities:
- Manage a portfolio of HNW clients, providing them with comprehensive financial advice.
- Develop and implement bespoke financial plans that align with clients' goals and risk tolerance.
- Conduct regular reviews with clients to ensure their financial plans remain on track and adapt to any changes in their circumstances.
- Build strong, lasting relationships with clients, ensuring a high level of satisfaction and loyalty.
- Stay updated on industry developments and regulatory changes to provide the best advice possible.
Requirements:
- Must be a **Chartered Financial Planner** (CII) or equivalent.
- Extensive experience in providing financial advice to HNW clients.
- Strong knowledge of investment management, tax planning, pensions, and estate planning.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
- A client-centric approach, with a focus on delivering tailored advice and maintaining long-term client relationships.
- A proactive and entrepreneurial mindset, with the ability to identify opportunities for growth within your client base.
What We Offer:
- A competitive salary and benefits package.
- The opportunity to work with a select group of HNW clients.
- A supportive and collaborative work environment.
- Continuous professional development opportunities.
- The chance to be part of a growing boutique firm that values quality over quantity.
If you are a Chartered Financial Advisor with a passion for providing exceptional service to HNW clients, we would love to hear from you. Apply now to join our team and take your career to the next level.
**How to Apply:**
Please send your CV and a cover letter detailing your experience and why you believe you are the right fit for this role