An opportunity has arisen for a Financial Planner to join a practice in Stockport. The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region. You will also provide a support role with a view to taking over the portfolio in an agreed time frame.
The firm
A leading financial planning firm in Stockport.
The role
Providing holistic planning to clients across Cheshire.
Attending meetings with the Senior Adviser and taking over the portfolio after meetings with the clients.
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.