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Senior Financial Consultant

2 months ago

StokeonTrent, Stoke-on-Trent, United Kingdom Ferguson Dean Full time £300,000
About the Role

Ferguson Dean is seeking a highly skilled and experienced Senior Financial Consultant to join their team and take over an existing portfolio of High Net Worth (HNW) clients.

Key Responsibilities:

  • Manage and grow an existing portfolio of HNW clients
  • Provide expert financial advice and guidance to clients
  • Develop and implement tailored financial plans to meet client needs
  • Collaborate with internal teams to deliver exceptional client service
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Proven experience in financial planning and wealth management
  • Strong knowledge of general planning, VCT, EIS, and IHT matters
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

What We Offer:

  • Competitive salary and bonus structure
  • Executive benefits package
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment