Financial Planning Specialist

2 days ago


Birmingham, Birmingham, United Kingdom Ferguson Dean Full time
Job Title: Financial Planning Specialist

At Ferguson Dean, we are seeking a skilled Financial Planning Specialist to join our team. As an independent financial advisor, you will be responsible for providing expert financial planning advice to clients and managing a portfolio of approximately £25 million in Assets Under Management (AUM).

We offer a competitive salary range of £35,000 to £50,000 per annum, along with benefits, bonuses, and flexible working arrangements.

About the Role:
  • Provide comprehensive financial planning advice to high net worth individuals.
  • Manage and maximize client portfolios in line with TCF and FCA regulations.
  • Develop and implement tailored investment strategies to meet client objectives.
  • Maintain accurate and compliant client records.
  • Engage in ongoing professional development to stay up-to-date with industry best practices.

Requirements:
  • Diploma Level 4 or higher in a relevant field.
  • Strong knowledge of financial planning principles and regulatory requirements.
  • Experience in cash flow modeling and lifestyle planning.
  • Excellent communication and interpersonal skills.

What We Offer:
  • Competitive salary and benefits package.
  • Ongoing training and development opportunities.
  • Collaborative and supportive work environment.
  • Opportunity to work with a reputable and established firm.


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