Wealth Management Professional

4 days ago


Manchester, United Kingdom Ferguson Dean Full time

We're looking for a highly skilled Wealth Management Professional to join our team at Ferguson Dean, a leading regional IFA firm and Times Top 100 firm.

As a key member of our team, you'll be responsible for developing and implementing financial plans that meet the unique needs of high-net-worth individuals and families. You'll work closely with our experienced advisors to deliver exceptional results and exceed client expectations.

Key Responsibilities:

  • Design and implement comprehensive financial plans that take into account clients' individual circumstances and goals.
  • Provide expert advice and guidance on investment opportunities, tax planning, and estate management.
  • Stay up-to-date on industry trends and global developments, applying this knowledge to inform client advice and guidance.
  • Collaborate with colleagues to share knowledge and expertise, driving exceptional results.

Requirements:

  • Dip Level 4 qualification or Chartered status.
  • Experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
  • Excellent communication and interpersonal skills.

About Our Opportunity:

  • Competitive salary: £42k-£52k per annum.
  • Executive benefits and earnings that recognize your value to the team.

Why Choose Us: At Ferguson Dean, we offer a supportive and collaborative work environment, where you can grow your career and make a real difference in people's lives.



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