Employer: Ferguson Dean Limited
Salary: £50,000 – £70,000 per annum
Date Added: 14/03/2024
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
Application Deadline: 25/04/2024
Contract Type: Permanent
Submitted Applications: 0