At a Glance
- Tasks: Manage a high-value client portfolio and provide expert financial advice.
- Company: Ferguson Dean, a leading financial advisory firm in Chester.
- Benefits: Strong salary potential and executive benefits for top performers.
- Other info: Opportunity for ongoing professional development and career advancement.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in financial advising and knowledge of complex financial products.
The predicted salary is between 51750 - 63250 £ per year.
Ferguson Dean is seeking an experienced Adviser in Chester to take over a high-value client portfolio.
The role involves reviewing existing clients, collaborating with the retiring adviser on the portfolio, and applying cash flow modelling and lifestyle financial planning as needed.
You will handle complex needs including IHT, VCT, EIS and SIPP/SSAS schemes, while ensuring compliant files and ongoing CPD.
The position offers strong salary potential and executive benefits.
#J-18808-Ljbffr
Senior Financial Adviser - Lead Portfolio (£50m-£60m) in Chester employer: Ferguson Dean
Ferguson Dean is an outstanding employer, offering a dynamic work culture in Carlisle that prioritises employee growth and development. With competitive salaries and executive benefits, the company fosters a supportive environment where advisors can thrive while managing high-net-worth portfolios. This role not only provides full technical support but also encourages proactive client management, making it an ideal opportunity for those looking to advance their careers in financial advisory.
