Senior Financial Planner

2 days ago


Manchester, United Kingdom Ferguson Dean Full time

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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