A highly respected, successful IFA practice in London 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. £60m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. 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
- London based owner managed business, with the backing of a regional powerhouse. 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
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Independent Financial Advisor employer: Ferguson Dean Limited
As a leading Financial Planning firm, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to challenge the status quo and drive positive change. Located in a vibrant area, we offer competitive benefits, ongoing professional development opportunities, and a commitment to maintaining exemplary standards in compliance and client service, making us an excellent employer for those seeking meaningful and rewarding careers.
