A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Glasgow. They have close links with a local accountancy firm although are not in a joint venture with them.
Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need and complexity of work. There is a portfolio of c. £20m to takeover. The Financial Planner will also be responsible for sourcing new clients, be that from existing referrals or business development. There is also a professional practice the firm have a relationship with who do not have an internal Financial Planner, and as such there is business to be worked on.
The firm:
A leading regional practice with the MD and Senior Adviser looking for a Financial Planner to take over a portfolio of c.£20m.
Role will include:
1. Portfolio reviews with existing clients, working with an existing Financial Planner.
2. Working with the retiring adviser on their client portfolio.
3. Using cash flow modelling and lifestyle financial planning as required.
4. Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
5. Maintaining up to date and compliant client files in conjunction with the technical team.
6. Keeping up to date CPD
7. Actively seeking out new client opportunities as required
* In return you will receive excellent salary and earnings, executive benefits and technical/paraplanning support.