The established financial planning arm of a national accountancy practice are looking at succession planning by recruiting an Adviser to join their team. Working with a long tenured Senior Adviser, they will transition their client book to you over an agreed time frame. With clients broadly in the £500k to £5m range, this is an excellent opportunity to work with a prestigious firm on an established client book.
Package
* You will receive competitive salary executive benefits, paraplanning, client portfolio and bonus.
The company
* The established financial planning arm of a professional practice.
Role
* Working closely with the Senior Planner to transition the portfolio across to you.
* Attending meetings to discuss how you will work with the clients and providing holistic financial planning.
* Demonstrating a full understanding of more complex matters such as SIPP, SSAS, VCT, EIS, SIPP, SSAS and IHT
* Managing portfolios broadly in the £500k to £5m space.
* Understanding the needs of clients who are mainly business and entrepreneurs, but not exclusively so.
* Undertaking corporate advice as required.
* Collaborating with the other financial planners, paraplanners and accountants to facilitate business opportunities and to further grow your portfolio.
The candidate
* Diploma Level 4 as a minimum, ideally working towards Chartered
* Experience of working with HNW and UHNW clients
* Developing and maintaining client relationships