Financial Planner

A prestigious Chartered IFA practice in Chester are looking for an Adviser to join them to take over a client portfolio. The MD of the business is looking to step into more of a Chairman role, and as such he is looking for an individual to take over c. £50m to £60m of his portfolio. Clients are broadly in the £500k to £2m range with full paraplanning and admin support.

The firm:

A regional Chartered IFA firm

Role will include:

• Portfolio reviews with existing clients.
• Working with the retiring adviser on their client portfolio.
• Using cash flow modelling and lifestyle financial planning as required.
• Understanding a client’s needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
• 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
• In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.

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