Ferguson Dean Limited, a London-based IFA practice, seeks an adviser to take over an existing HNW portfolio (~£60m AUM) and to join a regionally backed firm. You will deliver exceptional client service, supported by paraplanning and admin, while focusing on client needs and compliant file-keeping.
The role involves reviewing portfolios, transitioning clients, and identifying additional opportunities within a private client-focused practice.
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Senior IFA: HNW Portfolio Lead & Client Growth 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.
