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Independent Financial Advisor

2 months ago

Birmingham UK, West Midlands, 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. 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.


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