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Financial Planning Consultant
2 months ago
About the Role
Ferguson Dean, a prestigious Chartered Financial Planning firm, is seeking a dedicated Financial Planning Consultant to manage an established client portfolio. This opportunity is ideal for professionals looking to leverage their expertise in a supportive environment.
Key Responsibilities
- Delivering comprehensive financial planning advice tailored to client needs.
- Overseeing a client portfolio valued at approximately £25 million AUM.
- Engaging with professional introducers to assess and address client requirements.
- Utilizing financial planning software, including Voyant, to enhance client interactions.
- Guiding clients through a personalized lifestyle financial planning process.
- Ensuring compliance and maintaining up-to-date client files in collaboration with the technical team.
- Continuously pursuing professional development and staying current with industry standards.
Compensation Package
- Attractive salary range of £50,000 to £80,000, complemented by benefits and performance bonuses.
- Access to technical and paraplanning support, along with flexible working arrangements.
Candidate Profile
- Minimum Diploma Level 4 qualification, with a preference for candidates working towards Chartered status.
- Proven ability to manage and optimize client portfolios in alignment with regulatory standards.
- Strong understanding of financial planning principles, including VCT, EIS, and IHT considerations.
- Experience with cash flow modeling and lifestyle planning methodologies.
Next Steps
If you are interested in exploring this opportunity further, please submit your CV for a confidential discussion regarding the role and its requirements.
