Financial Adviser

The established financial planning arm of a national accountancy practice are looking at succession planning by recruiting an Adviser to join their team. Working with a long tenured Senior Adviser, they will transition their client book to you over an agreed time frame. With clients broadly in the -500k to -5m range, this is an excellent opportunity to work with a prestigious firm on an established client book.

Package

• You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus.

The company

• The established financial planning arm of a professional practice.

Role

• Working closely with the Senior Planner to transition the portfolio across to you.
• Attending meetings to discuss how you will work with the clients and providing holistic financial planning.
• Demonstrating a full understanding of more complex matters such as SIPP, SSAS, VCT, EIS, SIPP , SSAS and IHT
• Managing portfolios broadly in the -500k to -5m space.
• Understanding the needs of clients who are mainly business and entrepreneurs, but not exclusively so.
• Undertaking corporate advice as required.
• Collaborating with the other financial planners, paraplanners and accountants to facilitate business opportunities and to further grow your portfolio.

The candidate

• Diploma Level 4 as a minimum, ideally working towards Chartered
• Experience of working with HNW and UHNW clients
• Developing and maintaining client relationships