A leading national Chartered financial planning firm are looking for an Adviser to join them to take over a client portfolio in Wigan. They have purchased a practice in the town and are looking for an Adviser to take over the portfolio from the retiring MD. Working with clients broadly in the £250k to £1m space, clients are primarily in the Merseyside and Greater Manchester region.
The firm:
A market leading, award winning IFA practice.
Role will include:
- Portfolio reviews with existing clients.
- 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.
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Financial Planner in Wigan employer: Ferguson Dean
Ferguson Dean is an exceptional employer that prioritises employee well-being and professional growth, offering a fully remote working environment with all necessary equipment provided. With a strong focus on collaboration and continuous learning, employees are encouraged to stay informed about market trends while contributing to meaningful client outcomes, making it a rewarding place for paraplanners to thrive in their careers.
