A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be provided.
Package
- You will receive market leading salary (£50k to £80k ) benefits, bonus, technical/paraplanning support and flexible working arrangements
The company
- A Chartered Financial Planning firm, working with HNW and UHNW clients
The Role
- Providing financial planning advice to clients
- Management of a portfolio of c£25m AUM
- Meeting with professional introducers to discuss requirements
- Use of Voyant
- Taking clients through a lifestyle financial planning journey, advising appropriately as required
- Maintaining up to date and compliant client files in conjunction with the technical team.
- Keeping up to date CPD
The candidate
- Diploma Level 4 as a minimum, ideally working towards Chartered
- Ability to manage and maximise portfolios, in line with TCF and FCA requirements
- Knowledge of general planning and also ideally VCT, EIS and IHT matter
- Use of Cash Flow modelling and lifestyle planning as required
Next steps
- Apply with a CV to below email for confidential discussion and review of opportunity and process