Portfolio Acquisition Expert

3 weeks ago


Manchester, United Kingdom Ferguson Dean Full time
Portfolio Acquisition Professional

Ferguson Dean, a well-established regional financial planning practice, is searching for a Portfolio Acquisition Expert to acquire and manage a portfolio of Private Clients in Manchester. This dynamic role provides the chance to work independently, driving business growth and expanding your professional network.

The ideal candidate will possess excellent communication skills, with the ability to build strong relationships with existing clients and prospects. A solid understanding of financial planning concepts, including cash flow modelling and tax-efficient investing, is essential.

This position entails:

  • Assessing and acquiring new client portfolios to expand the company's reach.
  • Developing and maintaining strong relationships with existing clients and colleagues.
  • Utilizing expertise in financial planning to provide personalized solutions to clients.
  • Maintaining accurate and compliant client records, adhering to regulatory standards.
  • Pursuing ongoing professional development to stay informed about industry advancements.
  • Collaborating with the team to identify and pursue new business opportunities.

As a Portfolio Acquisition Expert at Ferguson Dean, you can anticipate a salary of approximately £80,000 - £100,000 per annum, accompanied by executive benefits and expert technical support. If you are a driven and talented professional seeking a challenging and rewarding opportunity, this might be the perfect fit for you.



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