An opportunity has arisen for a Financial Planner to join a practice in Warrington The firm are ideally looking for an individual with experience of managing existing portfolios as well as seeking new business opportunities from the allocated clients. The role has arisen due to the firm purchasing a practice in the WA postcode .
The firm
A leading national IFA firm who have acquired a North Cheshire firm.
The role
Providing holistic planning to clients across Cheshire.
Attending meetings with clients to discuss their needs and the transition to the proposition/you taking over the portfolio.
Actively seeking new business opportunities as they present themselves to maximise client income whilst retaining the core client centric ethos.
Use of cashflow modelling and lifestyle planning as required.
Other tasks etc as required
In return you will receive competitive salary, benefits and uncapped OTE.
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