Login to Apply

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