Financial Planning

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-the500k-to5m-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-the500k-to5m-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