Financial Advisor

A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Glasgow. They have close links with a local accountancy firm although are not in a joint venture with them.

Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need and complexity of work. There is a portfolio of c. £20m to takeover. The Financial Planner will also be responsible for sourcing new clients, be that from existing referrals or business development. There is also a professional practice the firm have a relationship with who do not have an internal Financial Planner, and as such there is business to be worked on.

The firm:

A leading regional practice with the MD and Senior Adviser looking for a Financial Planner to take over a portfolio of c.£20m.

Role will include:

• Portfolio reviews with existing clients, working with an existing Financial Planner.
• Working with the retiring adviser on their client portfolio.
• Using cash flow modelling and lifestyle financial planning as required.
• Understanding a client\’s needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
• 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

• In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.