A highly respected, successful IFA practice in the Stoke-on-Trent region 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. £150m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. Clients are primarily in Staffordshire, Shropshire and Derbyshire. All paraplanning and administration will be provided, allowing you to focus on provided exceptional client service.PackageYou will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.The companyStoke based owner managed business, with the backing of a regional powerhouse. Independent and Private client focusedThe RolePortfolio reviews with existing clients.Working with the business owner to transition clients across.Identifying other needs for clients, as well as any referrals possibleMaintaining up to date and compliant client files in conjunction with the technical team.Keeping up to date CPDActively seeking out new client opportunities as requiredThe candidateDiploma Level 4 as a minimum, ideally working towards CharteredAbility to manage and maximise portfolios, in line with TCF and FCA requirementsKnowledge of general planning and also ideally VCT, EIS and IHT matter.Use of Cash Flow modelling, ideally Voyant, would be beneficial but not essentialNext stepsApply with a CV to below email for confidential discussion and review of opportunity and process