Ferguson Dean
Financial Planner
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A leading regional financial planning practice is looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm, although they are not in a joint venture with them.
Clients can be from £250k to £5m, but there is no real upper or lower limit; it is dependent on client need and complexity of work. There is a portfolio of approximately £20m to take over. The Financial Planner will also be responsible for sourcing new clients, whether from existing referrals or business development. There is also a professional practice the firm has a relationship with, who do not have an internal Financial Planner, and as such there is business to be worked on.
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The firm: A leading regional practice with the MD and Senior Adviser looking for a Financial Planner to take over a portfolio of approximately £20m.
Role will include:
- Portfolio reviews with existing clients, working with an existing Financial Planner.
- 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.
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