Wealth Management Professional

4 days ago


Manchester, United Kingdom Ferguson Dean Full time

We are looking for a highly skilled Wealth Management Professional to join our team at Ferguson Dean in Manchester. This is a fantastic opportunity for a professional to manage a portfolio of private clients with assets ranging from £250,000 to £5 million.

The successful candidate will oversee a £20 million portfolio and be responsible for sourcing new clients and collaborating with the technical team. The ideal candidate will have experience in managing complex financial matters, including tax planning, inheritance tax, venture capital trusts, and self-invested personal pensions.

This role involves working closely with existing clients, conducting portfolio reviews, and ensuring ongoing compliance with regulatory requirements. Additionally, the successful candidate will pursue new client opportunities as needed.

Key skills and qualifications include:

  • Strong knowledge of investment products and services
  • Experience in financial planning and wealth management
  • Ability to analyze complex financial data and provide strategic advice

Salary Range: £60,000 - £80,000 per annum depending on experience.



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