IFA

Posted 29 April by Ferguson Dean Limited
Easy Apply
£40,000 - £80,000 per annum
Wigan , Lancashire
Permanent, full-time
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Posted by Ferguson Dean Limited

A leading national Chartered financial planning firm are looking for an Adviser to join them to take over a client portfolio in Wigan. They have purchased a practice in the town and are looking for an Adviser to take over the portfolio from the retiring MD. Working with clients broadly in the £250k to £1m space, clients are primarily in the Merseyside and Greater Manchester region.

The firm:

A market leading, award winning IFA practice.

Role will include:

  1. Portfolio reviews with existing clients.
  2. Working with the retiring adviser on their client portfolio.
  3. Using cash flow modelling and lifestyle financial planning as required.
  4. Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
  5. Maintaining up to date and compliant client files in conjunction with the technical team.
  6. Keeping up to date CPD
  7. Actively seeking out new client opportunities as required
  • In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.

Reference: 52550820

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