Ferguson Dean in the Northwest of England is seeking a Manager to lead and nurture its advisory team, guiding field-based and Pathfinder advisers to deliver goals-based financial planning.
You will embed cashflow forecasting in the advice process, supervise day-to-day operations, and shape a high-performance culture focused on client outcomes and adviser development. You will also use performance data to tailor coaching and develop bespoke personal development plans for advisers.
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Regional Advisory Team Lead: Growth & Financial Planning in Liverpool employer: Ferguson Dean
Ferguson Dean is an exceptional employer that prioritises employee well-being and professional growth, offering a fully remote working environment with all necessary equipment provided. With a strong focus on collaboration and continuous learning, employees are encouraged to stay informed about market trends while contributing to meaningful client outcomes, making it a rewarding place for paraplanners to thrive in their careers.
