A highly respected, successful IFA practice are looking for an individual to join them to take over a client portfolio. The firm are now part of a larger national group and as such have their full support and backing, . 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 the North East with the offices in Newcastle. 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
- Newcastle based business, part of a larger national group
- 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 in Newcastle upon Tyne 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.
