Independent Financial Advisor

A highly respected, successful IFA practice in North Wales have been acquired by a leading regional firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £50m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£250k plus space. Clients are primarily across North Wales, West Cheshire and the Wirral.

All paraplanning and administration will be provided, allowing you to focus on provided exceptional client service.

Packag

• e
  You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning suppor

t.
The comp

• any
  Wirral based owner managed busin
• ess.
  
  Independent and Private client foc

used
The

• Role Portfolio reviews with existing cli
• ents.
  
  Working with the business owner to transition clients ac
• ross.
  
  Identifying other needs for clients, as well as any referrals pos
• sible
  
  Maintaining up to date and compliant client files in conjunction with the technical
• team.
  
  Keeping up to dat
• e CPDActively seeking out new client opportunities as req

uired
The can

• didate
  Diploma Level 4 as a minimum, ideally working towards Ch
• artered
  
  Ability to manage and maximise portfolios, in line with TCF and FCA requi
• rements
  
  Knowledge of general planning and also ideally VCT, EIS and IHT
• matter.
  
  Use of Cash Flow modelling, ideally Voyant, would be beneficial but not es

sential