Financial Planner-Wirral

A highly respected, successful IFA practice on the Wirral 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. £50m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£250k plus space. Clients are primarily across Merseyside and West Cheshire. 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

• Wirral based owner managed business.
• 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