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.
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