An opportunity has arisen with the regional hub of a leading national Wealth Management firm. This three adviser firm have dedicated paraplanning and administrative support. Due to an adviser with over £500k in recurring income retiring next year they are looking for an Adviser to join them and take over £200k of this business. The portfolio presently has around 100 clients in it. The focus is on management of the portfolio but also new business, although as a mature business in the region there is regular business referred into the practice.
About the Company
Three adviser firm providing full paraplanning and administrative support.
About the Role
Manage £200k of ongoing business inherited while working within a supportive team environment.
Responsibilities
* Oversee ongoing business management.
* Provide paraplanning and administrative support.
* Actively seek new opportunities through the client book and external development.
* Work in a collaborative nature to ensure that all clients are serviced and new business opportunities maximised.
* Working with the larger group as required.
Qualifications
* CII Diploma and ideally working towards Chartered but not essential
Pay range and compensation package
Salary £60k basic with a bonus of 40% above threshold