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Financial Planner

Ferguson Dean
Posted 11 hours ago, valid for a month
Location

Birmingham, West Midlands B4 6FQ

Salary

£40,000 - £80,000 per annum

Contract type

Full Time

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Sonic Summary

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  • A Chartered Financial Planning firm is seeking an Adviser to manage an existing client portfolio valued at approximately £25 million AUM.
  • The successful candidate will receive a market-leading salary ranging from £50,000 to £80,000, along with benefits, bonuses, and flexible working arrangements.
  • Candidates should have a minimum of Diploma Level 4 and ideally be working towards Chartered status, with experience in managing portfolios and compliance with TCF and FCA requirements.
  • The role involves providing financial planning advice, maintaining compliant client files, and utilizing tools such as Voyant for lifestyle financial planning.
  • Interested applicants should apply with their CV for a confidential discussion regarding this opportunity.

A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. 25m AUM. All clients and technical support would be provided.

Package

  • You will receive market leading salary (50k to 80k ) benefits, bonus, technical/paraplanning support and flexible working arrangements

The company

  • A Chartered Financial Planning firm, working with HNW and UHNW clients

The Role

  • Providing financial planning advice to clients
  • Management of a portfolio of c25m AUM
  • Meeting with professional introducers to discuss requirements
  • Use of Voyant
  • Taking clients through a lifestyle financial planning journey, advising appropriately as required
  • Maintaining up to date and compliant client files in conjunction with the technical team.
  • Keeping up to date CPD

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 and lifestyle planning as required

Next steps

  • Apply with a CV to below email for confidential discussion and review of opportunity and process

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