At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide tailored financial advice.
- Company: Ferguson Dean, a supportive firm with a focus on client success.
- Benefits: Exceptional salary, executive benefits, and full technical support.
- Other info: Join a dynamic team with opportunities for professional growth.
- Why this job: Elevate your career while making a real difference for high-net-worth clients.
- Qualifications: Diploma Level 4 and proactive client management skills required.
The predicted salary is between 60000 - 80000 £ per year.
Ferguson Dean is seeking a dedicated advisor in Carlisle to manage a portfolio of high-net-worth clients.
With around £40m AUM, the role comes with exceptional salary, executive benefits, and full technical support.
The ideal candidate should have at least Diploma Level 4, be proactive in client management, and keep abreast of compliance and client needs.
This is an excellent opportunity for a qualified advisor looking to elevate their career in a supportive environment. #J-18808-Ljbffr
Senior IFA – HNW Portfolio Lead (£40m AUM) 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.
