Ferguson Dean, a leading national Chartered financial planning firm, is seeking an Adviser in Wigan to take over a growing client portfolio. You will work with clients in the £250k to £1m space primarily across Merseyside and Greater Manchester, sharing expertise with the retiring MD to ensure a smooth transition.
You will apply cash flow modelling and lifestyle financial planning to meet client needs, including IHT, VCT, EIS, and SIPP/SSAS schemes, while maintaining compliant client files and
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Senior Financial Planner, Portfolio Lead & IHT Specialist in Wigan 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.
