Ifa - Manchester, United Kingdom - Ferguson Dean Limited

Ferguson Dean Limited

Verified Company

Manchester, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A rapidly expanding IFA practice in Manchester are looking for a senior and junior planner to join their team. All admin and paraplanning will be provided. Junior would be looking after clients up to c. £1m, senior £1m to £20m.

The company

Manchester based owner managed business. Independent and Private client focused

The Role

Portfolio reviews with existing clients.

Working with partners in the professional practice to identify additional opportunities.

Identifying other needs for clients, as well as corporate and employee benefits needs for other teams.

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

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.

Package

In return you will receive excellent salary and earnings (over six figures for both roles), executive benefits and technical/paraplanning support.

Next steps