Financial Planner

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 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