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An opportunity has arisen with the regional hub of a leading national Wealth Management firm. This three adviser firm have dedicated paraplanning and administrative support. Due to an adviser with over £500k in recurring income retiring next year they are looking for an Adviser to join them and take over £200k of this business. The portfolio presently has around 100 clients in it. The focus is on management of the portfolio but also new business, although as a mature business in the region there is regular business referred into the practice.

About the Company

Three adviser firm providing full paraplanning and administrative support.

About the Role

Manage £200k of ongoing business inherited while working within a supportive team environment.

Responsibilities

* Oversee ongoing business management.

* Provide paraplanning and administrative support.

* Actively seek new opportunities through the client book and external development.

* Work in a collaborative nature to ensure that all clients are serviced and new business opportunities maximised.

* Working with the larger group as required.

Qualifications

* CII Diploma and ideally working towards Chartered but not essential

Pay range and compensation package

Salary £60k basic with a bonus of 40% above threshold