Portfolio Manager

19 hours ago


Birmingham, Birmingham, United Kingdom Ferguson Dean Full time
About the Opportunity

Ferguson Dean is seeking a skilled Portfolio Manager to join our team and manage a prestigious portfolio of £25m AUM. This is an exciting opportunity for a talented professional to utilise their skills and expertise to drive the growth and success of our business.

The ideal candidate will have a Diploma Level 4 or higher and be working towards Chartered status. They will possess excellent financial planning skills, knowledge of general planning, VCT, EIS, and IHT matters, as well as experience in managing and maximising portfolios in line with TCF and FCA requirements.

Key Responsibilities
  • Manage a portfolio of approximately £25m AUM
  • Provide expert financial planning advice to clients
  • Meet with professional introducers to discuss client requirements
Benefits
  • Competitive salary: £35k-£50k
  • Benefits package
  • Bonus scheme
  • Technical support
  • Flexible working arrangements

If you are a driven and motivated individual with a passion for financial planning, please apply.


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