This role is provided by Ferguson Dean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
The Company
- Wirral based owner managed business.
- Independent and private client focused.
The Role
- Portfolio reviews with existing clients.
- Working with the business owner to transition clients.
- Identifying other needs for clients, and any referrals possible.
- 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.
The Candidate
- Diploma Level 4 as a minimum, ideally working towards Chartered.
- Ability to manage and maximise portfolios, in line with TCF and FCA requirements.
- Knowledge of general planning and also ideally VCT, EIS and IHT matters.
- Use of Cash Flow modelling, ideally Voyant, would be beneficial but not essential.
Package
- Excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.
Next steps
- Apply with a CV to below email for confidential discussion, review of opportunity and process.
