Financial Planner

2 weeks ago


Chester, United Kingdom Ferguson Dean Full time
A leading regional professional practice in Chester are looking for an a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the demands of the legal arm.

The firm:

A regional professional practice with an established financial planning arm.

Role will include:nPortfolio reviews with existing clients.nWorking with the retiring adviser on their client portfolio.nUsing cash flow modelling and lifestyle financial planning as required.nUnderstanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.nMaintaining up to date and compliant client files in conjunction with the technical team.nKeeping up to date CPDnActively seeking out new client opportunities as required

In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.


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