Portfolio Advisory Specialist

3 weeks ago


Birmingham, Birmingham, United Kingdom Ferguson Dean Full time

Ferguson Dean, a leading Chartered Financial Planning firm, requires an experienced Wealth Advisor to manage a substantial portfolio of c. £25m AUM. The successful candidate will have a deep understanding of wealth management principles and be able to provide exceptional financial planning services to high net worth clients.

This role offers a competitive salary of £50,000 - £70,000 per year, commensurate with experience.

Job Description Highlights:

  • Portfolio management and growth
  • Client relationship building and maintenance
  • Utilization of Voyant for efficient wealth management
  • Continuing professional development (CPD) adherence


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