Independent Financial Advisor

2 weeks ago

StokeOnTrent UK, Staffordshire, United Kingdom Ferguson Dean Full time

A highly respected, successful IFA practice in the Stoke have been acquired by a leading regional firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £150m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. Clients are primarily in Staffordshire and Shropshire. All paraplanning and administration will be provided, allowing you to focus on provided exceptional client service.


Package


  • You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.


The company


  • Stoke based owner managed business, with the backing of a regional powerhouse. Independent and Private client focused


The Role

  • Portfolio reviews with existing clients.
  • Working with the business owner to transition clients across.
  • Identifying other needs for clients, as well as any referrals possible
  • Maintaining up to date and compliant client files in conjunction with the technical team.
  • Keeping up to date CPD
  • Actively seeking out new client opportunities as required


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, ideally Voyant, would be beneficial but not essential




Next steps


  • Apply with a CV to below email for confidential discussion and review of opportunity and process

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