Job Details

An established Chartered Financial Planning practice with an excellent reputation for the provision of bespoke, fee based, financial planning, our client is looking to expand its Cheshire operation. Offering partner status they are currently seeking a high calibre consultant to join the team.

The firm is a general practitioner and requires a new adviser who is capable of providing a service across all areas of financial planning for HNW individual and corporate clients. Whilst support can be provided by the highly adept management team in terms of developing new business, it is expected that any applicant will have an existing client base and recurring income/fees with funds under management in order to be considered.

This vacancy would therefore suit a dynamic, entrepreneurial and successful adviser looking to maximise their income, autonomy and standing within the industry as part of a growing, profitable firm. With equity participation also on offer this is a position that will also provide a long-term exit strategy.

Applicants need to be Level 4 qualified as a very minimum (although it is expected that candidates will be nearing or at Chartered Status) and in a position to generate business from their own clients whilst working with the other Directors to develop further business. Ambition, proactivity and commitment are all highly sort after personal attributes.

For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk.