At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide exceptional financial advice.
- Company: Respected independent financial advisory firm in North Wales with a client-focused approach.
- Benefits: Six-figure salary, executive benefits, and full support for paraplanning and administration.
- Other info: Opportunity for career growth and professional development in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Diploma Level 4 required; Chartered status preferred, with strong portfolio management skills.
The predicted salary is between 100000 - 120000 £ per year.
A highly respected, successful IFA practice in North Wales has been acquired by a leading regional firm. They are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £50m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£250k plus space, primarily across North Wales, West Cheshire and the Wirral. All paraplanning and administration will be provided, allowing you to focus on providing exceptional client service.
Package
You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.
The company
Wirral based owner managed business. 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 of Cash Flow modelling, ideally Voyant, would be beneficial but not essential.
Next steps
Apply with a CV to the below email for confidential discussion and review of opportunity and process.
Independent Financial Advisor in Wrexham 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.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor in Wrexham
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We think you need these skills to ace Independent Financial Advisor in Wrexham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Ferguson Dean.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Ferguson Dean's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Ferguson Dean
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Ferguson Dean.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Ferguson Dean will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Ferguson Dean employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
