A Chartered Financial Planning firm is looking to bring on board an Adviser to work with an existing client portfolio. The firm is a national practice and has recently completed the purchase of a prestigious firm in the West Midlands. As such, they require an Adviser to take over a portfolio of approximately £25m AUM. All clients and technical support will be provided.
Package
You will receive a 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 approximately £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 with 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 ideally VCT, EIS, and IHT matters
• Use of Cash Flow modelling and lifestyle planning as required.
Next Steps
Apply with a CV to the email below for a confidential discussion and review of the opportunity and process.
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