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About the Opportunity
A highly respected and successful IFA practice in the Carlisle region has been acquired by a leading regional Chartered firm. They are seeking an adviser to join them and take over an existing portfolio of high-net-worth clients. The portfolio includes approximately £70m AUM, with most clients in the retirement or pre-retirement phase. All paraplanning and administrative support will be provided, enabling you to focus on delivering exceptional client service.
Package
* Competitive salary and earnings (over six figures), with executive benefits and technical/paraplanning support.
The Company
* Leading regional IFA business backed by a Chartered regional powerhouse. Independent and private client focused.
The Role
* Conduct portfolio reviews with existing clients.
* Collaborate with the business owner to transition clients.
* Identify additional client needs and potential referrals.
* Maintain up-to-date and compliant client files in conjunction with the technical team.
* Engage in continuous professional development (CPD).
* Proactively seek new client opportunities as needed.
The Candidate
* Minimum Diploma Level 4, ideally working towards Chartered status.
* Ability to manage and maximize portfolios in line with TCF and FCA requirements.
* Knowledge of general planning, with familiarity in VCT, EIS, and IHT matters preferred.
* Experience with cash flow modelling, preferably Voyant, is advantageous but not essential.
Next Steps
* Apply with your CV to the email below for a confidential discussion and review of the opportunity and process.
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