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
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