Senior Financial Planner
2 days ago
A leading regional financial planning practice in Manchester is seeking a Senior Financial Planner to join their team. The successful candidate will have the opportunity to take over a portfolio of private clients with assets ranging from £250,000 to £5 million.
The role will involve working closely with existing clients, conducting portfolio reviews and providing financial planning advice using cash flow modelling and lifestyle financial planning. Proficiency in complex matters such as inheritance tax, venture capital trusts, enterprise investment schemes and self-invested personal pensions/small self-administered schemes is essential.
In return for your expertise, you can expect an excellent salary and earnings package, along with executive benefits and technical/paraplanning support. You will also have the opportunity to actively seek out new client opportunities and contribute to the growth of the firm.
As a Senior Financial Planner at Ferguson Dean, you will be part of a dynamic team that values professionalism, integrity and exceptional client service. Our commitment to excellence and continuous learning ensures that our staff stay up-to-date with the latest industry developments and best practices.
We are looking for a highly skilled and motivated individual who shares our passion for delivering exceptional financial planning services to private clients. If you have a proven track record of success in a similar role and are passionate about helping individuals achieve their financial goals, we would like to hear from you.
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Senior Financial Planner
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Manchester, United Kingdom Agility Resoucing Full timeJob Title: Senior Financial PlannerCompany OverviewWe are Agility Resourcing, a global company seeking an experienced Senior Financial Planner to join our team.SalaryThe estimated annual salary for this position is £60,000 - £80,000 depending on experience.Job DescriptionThis role involves working as a trusted business partner, accountable for delivering...
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Financial Planner
2 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeJob Description A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is...
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Financial Planner
2 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need...
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Financial Planner
3 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need...
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Financial Planner
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Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester.They have close links with a local accountancy firm although are not in a joint venture with them.Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client need...
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Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
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manchester, United Kingdom Ferguson Dean Full timeJob Description A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is...
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Financial Planner
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Manchester, United Kingdom Ferguson Dean Full timeJob Description A leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is...
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Financial Planner
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Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
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Financial Planner
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Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
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Financial Planner
4 months ago
Manchester, UK, Greater Manchester, United Kingdom Ferguson Dean Full timeA leading regional financial planning practice are looking for a Financial Planner to join them to take over a portfolio of Private Clients in Manchester. They have close links with a local accountancy firm although are not in a joint venture with them. Clients can be from £250k to £5m but there is no real upper or lower limit; it is dependent on client...
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