Independent Financial Advisor

A highly respected, successful IFA practice in Cannock have been acquired by a leading regional firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £20m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. All paraplanning and administration will be provided, allowing you to focus on provided exceptional client service.

Package

• You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.

The company

• Warwick based owner managed business, with the backing of a regional powerhouse. Independent and Private client focused

The Role

• Portfolio reviews with existing clients.




• Working with the business owner to transition clients across.




• Identifying other needs for clients, as well as any referrals possible




• 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

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, ideally Voyant, would be beneficial but not essential

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