Financial Planner

Ferguson Dean; Preston; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading financial planning firm in Preston seeks an Adviser to manage a transitioning client portfolio of high-net-worth individuals (HNW) and ultra-high-net-worth (UHNW) clients. The successful candidate will work closely with a Senior Planner, providing comprehensive financial planning and corporate advice. Candidates should have a minimum Diploma Level 4 and experience in relationship management within the financial sector. This role offers a competitive salary and benefits package.

Benefits

Competitive salary

Executive benefits

Bonus structure

Qualifications

• Minimum Diploma Level 4, ideally working towards Chartered.
• Experience with HNW and UHNW clients is essential.
• Ability to develop and maintain client relationships.

Responsibilities

• Transition the client portfolio with the Senior Planner.
• Attend meetings to discuss client interactions.
• Provide holistic financial planning.
• Manage portfolios worth £500k to £5m.
• Understand client needs, mostly entrepreneurs.
• Undertake corporate advice as necessary.
• Collaborate with financial planners and accountants.

Skills

Financial Planning

Client Relationship Management

Complex Financial Products Knowledge

Corporate Advice

Education

Diploma Level 4

Job description

Overview

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.