Chartered Financial Planner

Bond Recruitment is working exclusively with a leading North
West based Financial Planning firm. They have an exciting, employed opportunity
for an experienced Chartered Financial Planner to join their successful
practice.

Our client's prestigious office is located in Alderley Edge
and the opportunity benefits from flexible working, the support of a
well -established client base plus a full benefits package, including a basic
salary of up to £75,000 depending on experience and qualifications.

Ideally, we are seeking someone at a senior level with a
proven track record of winning new clients and developing a strong client bank.

In essence, we need a technically strong (Chartered) adviser
with excellent sales capability.

The successful candidate will be provided with an
established client bank, created through the handover of approximately
£25m–£30m of existing clients. This would give anyone joining the business a
very strong platform from which to further grow their client bank and, in turn,
their earnings.

This is a great opportunity to take your career to the next
level within a very successful IFA practice. The practice is very supportive of
personal and professional development and flexible when it comes to hybrid
working.

Your role will include providing advice to clients in the
following areas:

Investment and portfolio construction

Cashflow planning and modelling

Pension and retirement planning

Inheritance tax and estate planning

Business investment and protection

Capital protection

Life planning and goal setting

You will also be responsible for carrying out ongoing
investment reviews, regularly assessing progress towards and achievement of
goals, and supporting their relationship with our professional partners across
legal, tax, probate and accountancy disciplines.

Requirements

About you

You will be an ambitious and focused individual with a
passion for financial services and you will view this as a long -term career.
Professionally you will have a record of achievement that you are proud of and
that demonstrates your commitment to providing high -quality advice and
service to clients.

You will have exceptional relationship management skills and
you will be a technically strong Chartered qualified Adviser.