Wealth Management Professional
4 days ago
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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Wealth Manager
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Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. A candidate with experience in Wealth Management or a relevant financial services field. Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely Existing client...
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Wealth Manager
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Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. A candidate with experience in Wealth Management or a relevant financial services field. Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely Existing client...
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Wealth Management Professional
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Wealth Manager
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Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or...
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Wealth Manager
2 months ago
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Wealth Manager
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Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR...
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Wealth Manager
4 months ago
Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF...
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