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Financial Planner, Chester

Last update 2024-06-19
Expires 2024-06-18
ID #2160699177
100,000 £
Financial Planner, Chester
United Kingdom, Cheshire, Chester,
Modified May 19, 2024

Description

A leading regional professional practice in Chester are looking for an a new Adviser to join their team. The practice works closely with the Private Client arm of the practice and has a solid portfolio of clients, ranging broadly from £100k to £1m. The team is presently at three, with the Head of FS tasked with growing the team in line with the demands of the legal arm.

The firm:

A regional professional practice with an established financial planning arm.

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 earnings, executive benefits and technical/paraplanning support.

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Per annum
Occupation: Financial planner

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