Financial Planner

Updated: April 12, 2024 03:27 PM GMT

Ferguson Dean

Wigan

A leading national Chartered financial planning firm are looking for an Adviser to join them to take over a client portfolio in Wigan. They have purchased a practice in the town and are looking for an Adviser to take over the portfolio from the retiring MD. Working with clients broadly in the £250k to £1m space, clients are primarily in the Merseyside and Greater Manchester region.

The firm:

A market leading, award winning IFA practice.

Role will include:
• Portfolio reviews with existing clients.
• Working with the retiring adviser on their client portfolio.
• Using cash flow modelling and lifestyle financial planning as required.
• Understanding a client's needs and having proficiency in more complex matters, especially IHT, VCT, EIS and SIPP/SSAS schemes.
• 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
• In return you will receive excellent salary and... More Detail