Financial Planner- Bolton
2 weeks ago
A leading IFA practice in Bolton are looking for an Adviser to join their business. Working closely with a local accountancy practice, you will primarily be responsible for Private Client advice to clients in the £250k to £5m space, but with no upper limits.All paraplanning and administrative support will be provided.
Role will include:
1. Portfolio reviews with existing clients.
2, Working with partners in the professional practice to identify additional opportunities.
3. Identifying other needs for clients, as well as corporate and employee benefits needs for other teams.
4. Maintaining up to date and compliant client files in conjunction with the technical team.
5. Keeping up to date CPD
6. Actively 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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