IFA

Ferguson Dean Limited

Posted 18 hours ago, valid for 17 days

Birmingham, West Midlands B27 6QS, England

Full Time

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Sonic Summary

A Chartered Financial Planning firm is seeking an Adviser to manage an existing portfolio of approximately £25m AUM.
The role offers a competitive salary ranging from £35k to £50k, along with benefits, bonuses, and flexible working arrangements.
Candidates should have a minimum of 2 years of experience and hold at least a Diploma Level 4, ideally working towards Chartered status.
The Adviser will provide financial planning advice, maintain compliant client files, and utilize tools like Voyant for cash flow modeling.
Interested applicants are encouraged to apply with their CV for a confidential discussion about the 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 competitive salary (£35k to £50k ) 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 c£25m 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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