Ferguson Dean
Independent Financial Advisor
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About the Role
A highly respected, successful IFA practice in Carlisle region has been acquired by a leading regional Chartered firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is approximately £40m AUM to manage with most clients in the retirement phase. All paraplanning and administration will be provided, allowing you to focus on providing exceptional client service.
Package
- You will receive an excellent salary and earnings (over six figures), executive benefits, and technical/paraplanning support.
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The Company
- Leading regional IFA business, with the backing of a Chartered 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.
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The Candidate
- Diploma Level 4 as a minimum, ideally working towards Chartered.
- Ability to manage and maximize 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 a confidential discussion and review of the opportunity and process.
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