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Job Description
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.
Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
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