Wealth Management Professional
4 days ago
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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