Ferguson Dean
Independent Financial Advisor
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Opportunity in Cannock
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 approximately £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 providing exceptional client service.
Package
- Excellent salary and earnings (over six figures)
- Executive benefits
- Technical/paraplanning support
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Company
- Warwick based owner managed business
- Backed by a regional powerhouse
- Independent and Private client focused
The Role
- Conduct portfolio reviews with existing clients
- Work with the business owner to transition clients across
- Identify other needs for clients, as well as any referrals possible
- Maintain up to date and compliant client files in conjunction with the technical team
- Keep up to date with CPD
- Actively seek out new client opportunities as required
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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 matters
- Use of Cash Flow modelling, ideally Voyant, would be beneficial but not essential
Next Steps
Apply with a CV to the below email for confidential discussion and review of the opportunity and process.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location