Financial Planner

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