Ferguson Dean Limited, a Newcastle-based IFA practice now part of a national group, is seeking a skilled adviser to take over an existing client portfolio. The role involves reviewing portfolios, transitioning clients, and identifying cross-sell opportunities while maintaining compliant records.
You will join a supported, client-focused business with paraplanning and admin backup, enabling exceptional client service delivery across the North East.
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Independent Financial Advisor — Private Client Lead NE in Newcastle upon Tyne employer: Ferguson Dean Limited
As a leading Financial Planning firm, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to challenge the status quo and drive positive change. Located in a vibrant area, we offer competitive benefits, ongoing professional development opportunities, and a commitment to maintaining exemplary standards in compliance and client service, making us an excellent employer for those seeking meaningful and rewarding careers.
