Independent Financial Advisor

This role is provided by Ferguson Dean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

The Company

• Wirral based owner managed business.
• Independent and private client focused.

The Role

• Portfolio reviews with existing clients.
• Working with the business owner to transition clients.
• Identifying other needs for clients, and 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 matters.
• Use of Cash Flow modelling, ideally Voyant, would be beneficial but not essential.

Package

• Excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.

Next steps

• Apply with a CV to below email for confidential discussion, review of opportunity and process.

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