Ferguson Dean Limited in Warrington is seeking a Financial Planner to join a growing practice following an acquisition. You will manage existing portfolios and develop new business from allocated clients, delivering holistic planning.
You will meet clients to discuss needs and transitions to the new proposition, use cashflow modelling and lifestyle planning as required, and pursue opportunities to maximise client income while maintaining a client‑centric ethos.
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Holistic Financial Planner | Portfolio Growth in Warrington 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.
