Independent Financial Advisor

A highly respected, successful IFA practice in Cannock 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. £20m AUM to manage with most clients across all ages/life phases.
Clients are broadly in the c.£300k plus space.
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 Warwick 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 Flow modelling, ideally Voyant, would be beneficial but not essential Next steps Apply with a CV to below email for confidential discussion and review of opportunity and process