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A highly respected, successful IFA practice in Carlisle region have 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 c. 70m AUM to manage with most clients in the at retirement/retirement phase. 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
- 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
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
Next steps
- Apply with a CV to below email for confidential discussion and review of opportunity and process
