High Net Worth Client Manager

1 day ago


Stockport, Stockport, United Kingdom Ferguson Dean Full time

Ferguson Dean, a respected financial planning firm in Stockport, is looking for a skilled Financial Advisor to fill a challenging role. As a Senior Financial Adviser, you will be responsible for managing a portfolio of high net worth clients across the Cheshire region.

Key Features
  • Develop and maintain comprehensive financial plans for high net worth clients, incorporating cashflow modeling and lifestyle planning.
  • Collaborate with senior colleagues to ensure seamless client service and effective portfolio management.
  • Analyze client data to identify opportunities for growth and develop tailored plans to achieve their financial goals.

The successful candidate will receive a competitive salary of £50,000 - £70,000 per annum, plus benefits and uncapped OTE.

Career Development: Ferguson Dean offers a supportive environment where you can develop your skills and expertise in a dynamic and fast-paced industry.



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