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Financial Planner

Ferguson Dean Limited
Job LocationManchester
EducationNot Mentioned
Salary£60,000 - £90,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

A highly respected, successful IFA practice in the Manchester area who are an instantly recognisable name in the sector are looking to appoint an Adviser with a client following. Ideally, they are looking for an individual who can demonstrate client portability,ideally c£20m over three years . In return you will receive a portfolio of c. £30m and equity options and a pay out of c.1% after a five year horizon. All paraplanning and administration will be provided, allowing you to focus on provided exceptional clientservice.Package

  • You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.
The company
  • Highly respected, independent financial planning firm in the Greater Manchester region. Looking for Partner designate individuals
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
Next steps
  • Apply with a CV to below email for confidential discussion and review of opportunity and process

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