A highly respected, successful IFA practice in Carlisle region have been acquired by a leading regional Chartered firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £70m AUM to manage with most clients in the at retirement/retirement phase. All paraplanning and administration will be provided, allowing you to focus on provided exceptional client service. Package * You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support. The company * Leading regional IFA business, with the backing of a Chartered regional powerhouse. Independent and Private client focused The Role * Portfolio reviews with existing clients. * Working with the business owner to transition clients across. * Identifying other needs for clients, as well as 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 matter. * Use of Cash Flow modelling, ideally Voyant, would be beneficial but not essential Next st...