Financial Planner

Ferguson Dean

Posted 22 days ago, valid for 7 days

Birmingham, West Midlands B4 6FQ

£40,000 - £80,000 per annum

Full Time

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Sonic Summary

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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