A highly respected, successful IFA practice in the Stoke have been acquired by a leading regional firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £150m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. Clients are primarily in Staffordshire and Shropshire. 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 * Stoke based owner managed business, with the backing of a 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 Fl...