Financial Planner

Overview

A regional professional practice in Chester is looking for a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the demands of the legal arm.

This range is provided by Ferguson Dean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

• Portfolio reviews with existing clients.
• Working with the retiring adviser on their client portfolio.
• Using cash flow modelling and lifestyle financial planning as required.
• Understanding a client s needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
• 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

• Proficiency in IHT, VCT, EIS and SIPP/SSAS schemes.
• Experience with cash flow modelling and lifestyle financial planning.
• Strong client file management and compliance in coordination with the technical team.
• Active CPD maintenance.

• Full-time

• Finance and Sales

• In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.

Referrals increase your chances of interviewing at Ferguson Dean by 2x

Chester, England, United Kingdom
— Location based updates available for Chester, England, United Kingdom.