Ferguson Dean
Independent Financial Advisor
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About the Role
A highly respected, successful IFA practice in North Wales has been acquired by a leading regional firm. They are looking for an adviser to join them to take over an existing portfolio of HNW clients.
Responsibilities
- 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.
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Requirements
- 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.
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Package
- Excellent salary and earnings (over six figures).
- Executive benefits.
- Technical/paraplanning support.
About the Company
Wirral-based owner-managed business. Independent and private client-focused.
Next Steps
Apply with a CV to the below email for confidential discussion and review of opportunity and process.
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