At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide exceptional financial advice.
- Company: Respected independent financial advisory firm with strong regional backing.
- Benefits: Six-figure salary, executive benefits, and full support for paraplanning and administration.
- Other info: Opportunity for professional growth in a supportive and client-focused environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Diploma Level 4 minimum; Chartered status preferred, with strong portfolio management skills.
The predicted salary is between 42750 - 52250 £ per year.
A highly respected, successful IFA practice in Cannock 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. £20m 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
- Warwick 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
- #J-18808-Ljbffr
Independent Financial Advisor in Cannock employer: Ferguson Dean
Ferguson Dean is an outstanding employer, offering a dynamic work culture in Carlisle that prioritises employee growth and development. With competitive salaries and executive benefits, the company fosters a supportive environment where advisors can thrive while managing high-net-worth portfolios. This role not only provides full technical support but also encourages proactive client management, making it an ideal opportunity for those looking to advance their careers in financial advisory.
