My client is a growing and ambitious financial adviser practice based Cheshire due to a recent acquisition, they are looking for an experienced and senior financial planner in the Stoke on Trent area to look after a retiring advisors book of HNW clients.

Principal Accountabilities / Main Responsibilities

• Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products
• Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service
• Retain and service and existing book of north midlands based clients whilst looking for new business opportunities
• Ability to learn and develop with the business as it grows
• Working with the adviser team and wider business to encourage and drive changes to ultimately provide clients with a better service

Knowledge & experience

• Detailed experience of financial advice and technical aspects
• Experience at dealing with clients on a face to face and online basis
• Experience of working with clients of high net worth
• Experience of working in a team to drive better outcomes for all stakeholders
• Ideally chartered
• Experience of servicing and retaining a large book of clients

Skills

• Strong financial advice skills
• Eye for detail and accuracy
• Good team skills and desire to working collaboratively
• Excellent verbal and written communication skills
• Monitoring, evaluating and reporting
• Ability to step back, critique the existing way of working and implement improvements

Company Benefits

• Basic salary range £65k - £80k
• Additional adviser bonus scheme
• 25 days holiday + 8 days bank holiday
• 5% company pension contribution
• Flexible medical package
• And more...

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