Financial Planning

The established financial planning arm of a 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