At a Glance
- Tasks: Manage a £50m portfolio, conduct reviews, and transition clients with full support.
- Company: Prestigious Financial Planning firm in Birmingham with a strong reputation.
- Benefits: Excellent salary, executive benefits, and comprehensive support.
- Other info: Opportunity for career growth in a dynamic financial environment.
- Why this job: Join a leading firm and make a significant impact on client financial success.
- Qualifications: Significant financial planning experience and strong client relationship skills.
The predicted salary is between 50000 - 60000 £ per year.
Ferguson Dean, a prestigious Financial Planning firm in Birmingham, is seeking an adviser to manage a portfolio worth approximately £50m. The role includes conducting portfolio reviews and transitioning clients while receiving full paraplanning and administration support.
Ideal candidates will have significant financial planning experience and a strong ability to maintain client relationships. The position offers an excellent salary and executive benefits.
West Midlands IFA: Lead £50m AUM Portfolio & Six-Figure Earnings employer: Ferguson Dean
Ferguson Dean is an esteemed employer in the financial planning sector, offering a dynamic work environment in Birmingham that fosters professional growth and development. With a commitment to employee well-being, the firm provides competitive salaries, comprehensive benefits, and robust support systems, ensuring that advisers can focus on delivering exceptional client service while advancing their careers in a collaborative culture.
