Independent Financial Advisor

Ferguson Dean Limited; Newcastle upon Tyne; Vor Ort; GBP 85.000 - 130.000; Vollzeit

Benefits dieser Stelle

Six-figure earnings

Executive benefits

Paraplanning support

Zusammenfassung

Ferguson Dean Limited, a Newcastle-based IFA practice now part of a national group, is seeking a skilled adviser to take over an existing client portfolio. The role involves reviewing portfolios, transitioning clients, and identifying cross-sell opportunities while maintaining compliant records.

You will join a supported, client-focused business with paraplanning and admin backup, enabling exceptional client service delivery across the North East.

Qualifikationen

• Diploma Level 4 is the minimum qualification required.
• Chartered status is preferred for progression and recognition.
• Experience with financial planning and FCA/TCF requirements is desirable.

Aufgaben

• Review existing client portfolios and identify transition steps.
• Work with the owner to move clients across to the new platform or practices.
• Identify additional client needs and opportunities for referrals.
• Maintain up-to-date, compliant client files with the technical team and CPD.

Kenntnisse

Portfolio management

Relationship management

Client reviews

Business development

Ausbildung

Diploma Level 4

Chartered candidate preferred

Tools

Voyant

Jobbeschreibung

A highly respected, successful IFA practice are looking for an individual to join them to take over a client portfolio. The firm are now part of a larger national group and as such have their full support and backing, . There is c. £50m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£250k plus space. Clients are primarily across the North East with the offices in Newcastle. 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

• Newcastle based business, part of a larger national group
• 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