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Base pay range
A leading regional financial planning practice is looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them.
Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need and complexity of work. There is a portfolio of c. £20m to take over. The Financial Planner will also be responsible for sourcing new clients, be that from existing referrals or business development. There is also a professional practice the firm has a relationship with who do not have an internal Financial Planner, and as such there is business to be worked on.
The firm:
A leading regional practice with the MD and Senior Adviser looking for a Financial Planner to take over a portfolio of c.£20m.
Role will include:
* Portfolio reviews with existing clients, working with an existing Financial Planner.
* Working with the retiring adviser on their client portfolio.
* Using cash flow modelling and lifestyle financial planning as required.
* Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
* Maintaining up to date and compliant client files in conjunction with the technical team.
* Keeping up to date CPD.
* Actively seeking out new client opportunities as required.
* In return, you will receive an excellent salary and earnings, executive benefits and technical/paraplanning support.
Seniority level
Associate
Employment type
Full-time
Job function
Finance
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