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 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