Overview
The established financial planning arm of a national accountancy practice is recruiting an Adviser to join their team as part of succession planning. Working with a long-tenured Senior Adviser, you will transition their client book to you over an agreed time frame. Clients are broadly in the £500k to £5m range, presenting an excellent opportunity to work with a prestigious firm on an established client book.
Package
* You will receive a competitive salary, executive benefits, paraplanning, client portfolio and bonus.
Company
The established financial planning arm of a professional practice.
Role / Responsibilities
* Work closely with the Senior Planner to transition the portfolio across to you.
* Attend meetings to discuss how you will work with the clients and provide holistic financial planning.
* Demonstrate a full understanding of more complex matters such as SIPP, SSAS, VCT, EIS, IHT.
* Manage portfolios broadly in the £500k to £5m space.
* Understand the needs of clients who are mainly business owners and entrepreneurs, but not exclusively so.
* Undertake corporate advice as required.
* Collaborate with other financial planners, paraplanners and accountants to facilitate business opportunities and to further grow your portfolio.
Qualifications / Candidate
* Diploma Level 4 as a minimum, ideally working towards Chartered.
* Experience of working with HNW and UHNW clients.
* Developing and maintaining client relationships.
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