Financial Planner

A leading national Chartered financial planning firm are looking for an Adviser to join them to take over a client portfolio in Wigan. They have purchased a practice in the town and are looking for an Adviser to take over the portfolio from the retiring MD. Working with clients broadly in the £250k to £1m space, clients are primarily in the Merseyside and Greater Manchester region. The firm: A market leading, award winning IFA practice. 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.