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Blackburn

    Independent Financial Advisor - Blackburn with Darwen, Lancashire, United Kingdom - Ferguson Dean

    Ferguson Dean
    Ferguson Dean Blackburn with Darwen, Lancashire, United Kingdom

    2 weeks ago

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    Description
    A leading Professional Practice are looking to recruit a Financial Planner to join their team in Blackburn.

    With an established Planning team of six and one to one in the paraplanning function you will be working closely with the fee earners on the professional practice side of the business, as well as looking after an existing portfolio of clients.

    Clients can be from accumulation phase through to post retirement with no defined lower or upper limit. You will receive a portfolio of c. £20m AUM with clients broadly in the £300k to £3m space. PackageYou will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.
    The companyProfessional practice with offices in Blackburn and Bury. Independent and Private client focusedThe RolePortfolio 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 CPDActively seeking out new client opportunities as requiredThe candidateDiploma Level 4 as a minimum, ideally working towards CharteredAbility to manage and maximise portfolios, in line with TCF and FCA requirementsKnowledge of general planning and also ideally VCT, EIS and IHT matter.

    Next stepsApply with a CV to below email for confidential discussion and review of opportunity and process
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