Senior Financial Planning Consultant

23 hours ago


Stockport, Stockport, United Kingdom Ferguson Dean Full time

Ferguson Dean is seeking an experienced Financial Advisor to join our practice in Stockport. This role involves working closely with a Senior Adviser on a portfolio of High Net Worth clients in the Cheshire region.

Main Responsibilities:

  • Develop and implement holistic financial plans for clients across Cheshire, taking into account their unique needs and goals.
  • Collaborate with the Senior Adviser to attend meetings with clients and provide guidance on their financial portfolios.
  • Utilize cashflow modelling and lifestyle planning techniques as required to ensure the best possible outcomes for clients.
  • Perform other tasks as necessary to support the delivery of exceptional client service.

Benefits:

  • A competitive salary of £60,000 - £80,000 per annum, depending on experience.
  • A comprehensive benefits package, including uncapped OTE opportunities.


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