Stockport Financial Planning Role

3 weeks ago


Stockport, Stockport, United Kingdom Ferguson Dean Full time
Wealth Management Opportunity in Cheshire

Ferguson Dean is seeking a talented Financial Planner to join their team in Stockport. As a Financial Advisor, you will play a crucial role in providing holistic financial planning services to clients in the Cheshire region.

The ideal candidate will have strong communication skills and be able to build trusting relationships with clients. You will work closely with a Senior Adviser, learning from their experience and developing your expertise.

Your key responsibilities will include:

  • Assisting with client meetings and taking over client portfolios.
  • Developing and implementing comprehensive financial plans.
  • Using cashflow modelling and lifestyle planning techniques to meet client needs.

In this role, you will enjoy a competitive salary, a range of benefits, and the potential for uncapped OTE rewards.



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