Chartered Financial Planning Professional Wanted
7 days ago
Ferguson Dean is seeking a highly motivated and experienced financial planning professional to join our team as a Senior Portfolio Advisor. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to build strong relationships with clients and introducers.
The successful candidate will be responsible for developing and implementing comprehensive lifestyle financial plans, managing client portfolios, and maintaining accurate and up-to-date records in compliance with regulatory requirements.
Salary:$50,000 - $65,000 per annum (depending on experience)
About the Role- Provide financial planning advice to clients with complex wealth management needs
- Manage a portfolio of approximately £25 million in assets under management (AUM)
- Maintain relationships with professional introducers and communicate client requirements effectively
- Utilize industry-leading technology, including Voyant
- Diploma Level 4 or higher in Financial Planning (Chartered status desirable)
- Strong portfolio management and maximization skills, adhering to TCF and FCA regulations
- Cash flow modeling and lifestyle planning expertise
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