{"id":8743,"date":"2024-03-14T09:00:13","date_gmt":"2024-03-14T09:00:13","guid":{"rendered":"https:\/\/coinsrev.com\/info\/financial-planner-wirral\/"},"modified":"2024-03-14T09:00:13","modified_gmt":"2024-03-14T09:00:13","slug":"financial-planner-wirral","status":"publish","type":"post","link":"https:\/\/coinsrev.com\/info\/financial-planner-wirral\/","title":{"rendered":"Financial Planner-Wirral"},"content":{"rendered":"<p><b>Employer:<\/b> Ferguson Dean Limited<br \/>\n<b>Salary:<\/b> \u00a350,000 &#8211; \u00a370,000 per annum<br \/>\n<b>Date Added:<\/b> 14\/03\/2024<\/p>\n<p>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. &#163;50m AUM to manage with most clients  across all ages\/life phases. Clients are broadly in the c.&#163;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.<\/p>\n<p>Package<\/p>\n<ul>\n<li>You will receive excellent salary and earnings (over six figures), executive benefits and technical\/paraplanning support.<\/li>\n<\/ul>\n<p>The company<\/p>\n<ul>\n<li>Wirral based owner managed business.<\/li>\n<li>Independent and Private client focused<\/li>\n<\/ul>\n<p>The Role<\/p>\n<ul>\n<li>Portfolio reviews with existing clients.<\/li>\n<li>Working with the business owner to transition clients across.<\/li>\n<li>Identifying other needs for clients, as well as any referrals possible<\/li>\n<li>Maintaining up to date and compliant client files in conjunction with the technical team.<\/li>\n<li>Keeping up to date CPD<\/li>\n<li>Actively seeking out new client opportunities as required<\/li>\n<\/ul>\n<p>The candidate<\/p>\n<ul>\n<li>Diploma Level 4 as a minimum, ideally working towards Chartered<\/li>\n<li>Ability to manage and maximise portfolios, in line with TCF and FCA requirements<\/li>\n<li>Knowledge of general planning and also ideally VCT, EIS and IHT matter.<\/li>\n<li>Use of Cash Flow modelling, ideally Voyant, would be beneficial but not essential<\/li>\n<\/ul>\n<p>Next steps<\/p>\n<ul>\n<li>Apply with a CV to below email for confidential discussion and review of opportunity and process<\/li>\n<\/ul>\n<p><b>Application Deadline:<\/b> 25\/04\/2024<br \/>\n<b>Contract Type:<\/b> Permanent<br \/>\n<b>Submitted Applications:<\/b> 0<\/p>\n<p><a class='btn btn-block btn-primary theme-btn-primary' style='text-align: center; text-decoration: none; margin: auto 0;width: 100%;' href='https:\/\/www.reed.co.uk\/jobs\/financial-planner-wirral\/52311779' target='_blank' rel=\"noopener\"> Apply Now <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Employer: Ferguson Dean Limited Salary: \u00a350,000 &#8211; \u00a370,000 per annum Date Added: 14\/03\/2024 A highly respected, successful IFA practice on the Wirral have been acquired<\/p>\n","protected":false},"author":1,"featured_media":597,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[29],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/coinsrev.com\/info\/wp-content\/uploads\/2023\/09\/pexels-ruslan-burlaka-140945.jpg","_links":{"self":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/8743"}],"collection":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/comments?post=8743"}],"version-history":[{"count":0,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/8743\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media\/597"}],"wp:attachment":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media?parent=8743"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/categories?post=8743"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/tags?post=8743"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}