At a Glance
- Tasks: Manage client portfolios and explore new business opportunities.
- Company: Ferguson Dean, a client-focused financial planning firm in Warrington.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Join a growing team with exciting career advancement potential.
- Why this job: Make a real difference in clients' financial lives with holistic planning.
- Qualifications: Experience in financial planning and strong communication skills.
The predicted salary is between 51750 - 63250 £ per year.
Ferguson Dean in Warrington is seeking a Financial Planner to manage existing portfolios and pursue new business opportunities from allocated clients.
The role stems from an acquisition in WA postcode, with a firm focused on client-centric holistic financial planning across Cheshire.
You will attend meetings with clients to discuss needs and transitions to the new proposition, while using cashflow modelling and lifestyle planning as required to optimise outcomes.
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Financial Planner: Portfolio Growth & Cashflow Modelling in Warrington 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.
