Portfolio Management Consultant

5 days ago


Birmingham, Birmingham, United Kingdom Ferguson Dean Full time
Senior Financial Planning Advisor

Ferguson Dean is a respected Chartered Financial Planning firm committed to delivering exceptional client experiences. We are currently seeking a seasoned Senior Financial Planning Advisor to join our team, focusing on managing complex client portfolios and providing expert guidance.

Salary: £45,000 - £65,000 per annum, based on qualifications and experience.

Role Highlights
  • Lead the delivery of personalized financial planning services to high-net-worth clients
  • Maintain accurate and compliant client records in collaboration with the technical team
  • Pursue ongoing professional development to enhance expertise and stay updated on industry best practices
  • Contribute to business growth through strategic portfolio management and relationship building
Benefits Package
  • An attractive remuneration package, including bonus potential
  • Continuous learning and development opportunities
  • A stimulating work environment with a talented team


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