Independent Financial Advisor

3 weeks ago


Birmingham, United Kingdom Ferguson Dean Full time

A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. All clients and technical support would be provided.
You will receive market leading salary (£50k to £80k ) benefits, bonus, technical/paraplanning support and flexible working arrangements

A Chartered Financial Planning firm, working with HNW and UHNW clients

Providing financial planning advice to clients
Taking clients through a lifestyle financial planning journey, advising appropriately as required
Knowledge of general planning and also ideally VCT, EIS and IHT matter
Use of Cash Flow modelling and lifestyle planning as required


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